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.

William C. Weydemeyer, MBA, CFP®

Senior Financial Counselor

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Bill is a Senior Financial Counselor at the firm, part of a team of Colony Wealth Management counselors providing customized solutions to high net worth individuals, families, and corporate executives, including planning and implementing clients’ financial planning, investment management, and tax objectives.

He started at The Colony Group as a Portfolio Administrator in Colony Investment Management, where he was responsible for new accounts, custodial communications, and client service requests. Previously, Bill was employed by John Hancock Financial Services as an Annuity New Business Specialist and by Investors Bank & Trust as a Client Service Administrator. He earned a Bachelor of Arts in Communications from Hamilton College and his MBA from Northeastern University with a concentration in finance. Bill holds the CERTIFIED FINANCIAL PLANNER designation.