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“We believe that the best solutions come from a holistic, team approach to managing your wealth.”

Cheryl Wilkinson
Executive Vice President

You can count on our experts to help you make smart choices.

At The Colony Group, we do things a little differently than most wealth management firms.

We believe in a team approach to wealth management where a carefully selected group of Colony experts become your personal financial quarterback, managing all of your financial needs.  So we provide you with an entire team of Colony Group professionals, from a distinguished group of experts that includes 20 CFP® professionals, 12 CFA® charterholders, 6 CPAs and 11 Attorneys and many other key contributors.

Working together as your personal counselors, your team will integrate wealth and investment management services to create a holistic solution that leverages decades of experience in every area of financial management. Take a look at the breadth and depth of expertise you’ll have access to when you become a Colony Group client.