People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

We have carefully selected professionals to our team who are committed to delivering what we believe is an exceptional client experience.

Will Smiegal

Associate Financial Counselor

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Will is an Associate Financial Counselor at The Colony Group. He supports a team of financial counselors providing a wide range of wealth management and investment advisory services to high net worth individuals, families, and corporate executives.

Will earned a Bachelor of Arts in Economics with a minor in History from Union College in Schenectady, NY.  While at Union, Will Interned at Ayco, a Goldman Sachs Company and volunteered at as tax preparer at Union’s VITA center.  In his spare time, he enjoys playing golf, pick-up soccer and spending time with family and friends.