Steve began his career with The Colony Group in 1998 as a Financial Counselor. Today, he is the Managing Director of our financial counseling division and the Managing Partner of Sadler, Nathanson & Lupica, LLP, The Colony Group’s allied law firm. As an experienced counselor, Steve utilizes his skills as both an investment professional and an attorney to provide clients with specialized wealth management solutions.
Store and access all account information and legal documents. For more information about this new service, please contact us.
Online Tax Organizer
The Colony Group’s professionals offer exceptional expertise on a range of topics, from investment, retirement, and estate planning to employee benefits and sophisticated tax issues. Our insights and in-depth experience enable us to identify thoughtful, innovative strategies that address each client’s specific needs. We combine decades of collective financial experience and wisdom with an outstanding level of personal service and dedication.
A Value-added Approach
We understand that each client is unique and each financial situation calls for a comprehensive—yet specific—set of services. Instead of expecting a client to coordinate these different services, we surround the client with a carefully selected team of Colony Group professionals, including attorneys, Chartered Financial Analysts, Certified Financial Planners, and Certified Public Accountants.
The members of this team have access to every Colony Group resource, and they communicate extensively with each other and the client. They can integrate investment, wealth management, and other financial services to create a global solution that leverages our expertise and knowledge in every area of financial management. Through this team approach, we develop a personalized solution for each client, based on an in-depth understanding of individual circumstances.
