People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

"I'm proud to work with so many intelligent, dynamic individuals, who are focused on cultivating and preserving peace of mind for each of our clients."

Joseph Salvati, CFP®

Senior Vice President, Naples, Florida & Senior Financial Counselor

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Joe is a Senior Financial Counselor and a Principal of The Colony Group. He guides corporate executives and high net worth individuals and families through the creation and implementation of long-term wealth management plans. As a CERTIFIED FINANCIAL PLANNER professional, Joe uses his experience in financial, investment, and tax planning to provide comprehensive wealth management and investment advisory services that are customized to meet each client’s needs.

Before joining the firm, Joe was a Senior Financial Planner at The Ayco Company, where he provided financial and investment planning services to corporate executives. He began his career as a Financial Advisor for Ameriprise Financial.

Joe earned a Bachelor of Arts from Brandeis University. In his free time, he enjoys hiking and skiing.

 

 

In Florida, The Colony Group is registered to do business as The Colony Group of Florida, LLC.