Comprehensive financial counseling is key to long-term financial success, stability, and peace of mind. We offer a coordinated, total approach to financial counseling coupled with a confidential personal relationship that facilitates the achievement of specific financial goals and objectives.

The Colony Group helps its clients avoid a common pitfall—the development of a financial management plan that then gathers dust on a shelf. Most people have neither the time nor the expertise to put a financial plan into action. This is why we assume the responsibility of integrating and implementing the various components of a plan. Our team approach ensures that the four cornerstones of a plan—investment strategy, tax strategy, retirement planning, and estate planning—are properly set to support each other.

The firm’s financial counselors, most of whom are attorneys, Certified Financial Planners, and Certified Public Accountants, include investment, tax, retirement, estate planning, and employee benefits specialists who are uniquely qualified to provide a broad spectrum of personal financial services.

Our services are customized for each client and based on thorough analysis, objective advice, and decades of expertise. These services include:

  • Investment Planning

  • Asset Allocation

  • Retirement Planning

  • Income Tax Planning

  • Tax Return Preparation

  • Estate Planning

  • Charitable Gifting Strategies

  • Debt Management

  • Education Planning

  • Equity Incentive/Stock Option Planning

  • Employee Benefit Plan Analysis

  • Risk Management

  • Cash Flow Analysis

Our expertise in wealth management also enhances and complements our investment management service. We understand the importance of incorporating tax and other considerations into an investment strategy in ways that many other managers simply do not. The Colony Group’s wealth management capabilities may offer an advantage not only to individual investors but also to charitable and other regulated organizations, which generally are subject to complex tax and other legal restrictions.

Related legal services are available by referral or through our affiliated law firm: Sadler, Nathanson & Lupica, LLP. Please call 617-723-8226 for additional information regarding Sadler, Nathanson & Lupica, LLP.