Today’s executives and high-level employees are focused primarily on the growth and development of their companies, thus leaving the management of their personal financial matters to chance. In fact, studies show that the majority of top-tier executives have no definable financial plan in place.

The Colony Group works with companies—from Fortune 500 members to entrepreneurs—so they can offer effective financial counseling and educational seminars to their executives and other employees. Some of the benefits of our services include:

  • Enabling executives to concentrate on corporate matters with greater focus, knowing that their personal financial matters are in good hands

  • Educating executives on the breadth and value of the company’s benefit and stock plan offerings

  • Sensitizing executives to potential violations of securities, tax, and other laws

  • Encouraging responsible and reasoned personal financial decision-making by executives

  • Addressing potential employer/employee conflicts of interest

Corporate-Sponsored Financial Counseling

We help executives create and follow responsible, long-term strategies for participating in company equity-based compensation and benefit plans. We can also provide these key employees with a full spectrum of wealth management services, including investment planning, asset allocation, retirement planning, income tax planning, estate planning, and more.

Employee Seminars and Workshops

Through our customized financial educational seminars, employees can learn about investing, benefits, taxes, retirement planning, education funding, stock options, insurance, and estate planning. We tailor these workshops to suit specific corporate benefit programs and employee needs.