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TAKE THE JOURNEY

If you define wealth the way our clients do, you see it as a tool, empowering a life well lived. Our clients don’t spend much time looking back at successes already achieved. They are too busy taking the journey to what’s next – and enjoying every moment.

Like you, we see money as an empowering tool, enabling individuals and families as they realize their dreams, and helping organizations move forward in their pursuit of worthy missions. Some of the things you can expect from us as we join you for the ride:

  • Analyzing your finances to gain clarity on where you stand
  • Formulating a plan – and seeing it through
  • Being your trusted advisor, with an independent view
  • Bringing together experts to develop solutions
  • Serving the greater community

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The Colony Group - July 13, 2020

How to Successfully Transition a Family-Owned Business – Worth Book Club

Our advisors, Marshall Rowe, James Fitts and John Weeks celebrated the release of their new book, Your Next Adventure: Planning for Life After the Sale of Your Business. The event featured a conversation between our advisors and Worth’s CEO,...

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The Colony Group - July 14, 2020

Should You File A Protective ACA Refund Claim This Tax Season?

Well, this tax season sure has been different.  Most obviously, it’s been thoroughly disrupted by the COVID-19 pandemic, which has made it difficult...

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The Colony Group - January 30, 2020

Forbes 2020 Best-In-State Wealth Advisors Includes 5 Colony Group Wealth Advisors

Forbes has recognized five of The Colony Group’s Wealth Advisors in their 2020 Best-In-State Wealth Advisors list. Colorado –...

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