Steve serves as President of Colony Wealth Management, the company’s financial counseling division. As one of The Colony Group’s earliest partners, Steve has counseled many of the company’s clients for over twenty years. He uses his expertise in tax and estate planning to craft and implement comprehensive plans for high net worth individuals, corporate executives, and tax-exempt organizations.
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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 with designations including Attorney, Chartered Financial Analyst, Chartered Market Technician, Certified Financial Planner, and Certified Public Accountant.
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.
