Worth Magazine Recognizes The Colony Group and its CEO among the Top Wealth Advisors in the Nation

Boston, MA – October 14, 2008 – Worth Magazine has published its 2008 list of top wealth management advisors and firms, listed by state of domicile. The listing and accompanying… (read more)
Financial Advisor Names The Colony Group Among Top 50 in List of Independent Investment Advisors

Boston, MA – September 3, 2008 – Financial Advisor published its “2008 RIA Ranking,” in which it named its selection of the top registered investment advisors in the nation. The… (read more)
The Colony Group Admits Its 20th Partner

Boston, MA – August 12, 2008 - The Colony Group, LLC announced the admission of Denise M. Duffy, Esq., as a Partner. With the addition of Ms. Duffy, the company’s… (read more)
The Colony Group Named a “Top Guns” Investment Manager for the Third Quarter in a Row

Boston, MA – March 5, 2008 – Informa Investment Solutions, one of the nation’s leading investment database firms, named The Colony Group a “Top Guns” investment manager for the fourth… (read more)
The Colony Group Again Named a “Top Guns” Investment Manager

Boston, MA – December 5, 2007 – For the second straight quarter, Informa Investment Solutions, one of the nation’s leading investment database firms, named The Colony Group, LLC a “Top… (read more)
The Colony Group Admits Four New Partners

Boston, MA - December 3, 2007 - The Colony Group, LLC announced the admission of four new partners: Vincent Gratch; Scott McDonald; Robert Whelan; and Andrew Wig. With the addition… (read more)
Barron’s Names The Colony Group One of America’s Best Independent Financial Advisers

Boston, MA – August 27, 2007 - The Colony Group proudly announces that it has been named to Barron’s list of the top 100 independent financial advisers in the United… (read more)
The Colony Group Opens Office in West Palm Beach

Boston, MA – August 10, 2007 - The Colony Group, LLC, is pleased to announce that it has moved its Southeast Florida office from Palm Beach Gardens to West Palm… (read more)
The Colony Group Named a “Top Guns” Investment Manager

Boston, MA – June 11, 2007 - One of the nation’s leading investment database firms, Informa Investment Solutions, recently named The Colony Group a “4-Star Top Guns” investment manager. Specifically,… (read more)
The Colony Group Continues to Expand, Opens Office in Washington, D.C.

Boston, MA – March 1, 2007 - The Colony Group, LLC, a rapidly growing SEC Registered Investment Advisor and wealth management firm, has opened a new office in Washington D.C.… (read more)
New Partners Announcement

Boston, MA - November 1, 2006 - We are pleased to announce the election of Jay Lupica, Nan Vlad, Ted Schiela, and Michael Stevens as new Partners of The Colony… (read more)