Our team is right beside you. Together we shape how you think about your wealth and success. Our perspectives create new possibilites.
Managing beyond money.
Discover the power of a relationship designed to create more possibilities for your life.
Our perspectives create new possibilities.
So much more is possible for your wealth when new perspectives are brought into view. When harnessed with our team’s depth and breadth of expertise, you can experience a new kind of relationship. The Colony Group provides consolidated expertise across wealth and business management, tax planning, family and legacy planning, business succession planning, institutional management and consulting, and more. Every day we look to create new possibilities for you.
Whatever your goals are we have you covered.
Explore how we can help you.
Preparing to transition your business can become intimidating. With our experienced team, it becomes easier.
Business owners know what it takes to build something from the ground up. You have grown your business into a larger, successful operation. You’ve balanced hustle and determination, professional ambition, and family values. Now you’re taking your next step.
The journey of an executive is often filled with complexities for their wealth.
Your talent and experience have built your reputation as someone who drives for success in your business. Your poise and prowess have helped you navigate the demands of your career whether in a private firm, venture start-up or publicly traded company. That entrepreneurial spirit is the catalyst for building your wealth.
Are you effectively managing the demands of your life today with the lifestyle you want in retirement?
Many professionals have a similar approach to planning – maximize their ability to earn and invest to live the life they want today while saving enough for their retirement. Do you have an objective vision of how you will fund your lifestyle now and when retirement comes?
Your talent and determination led to big contracts. You’re becoming a business. Are you managing your money like a business would?
The world’s greatest entertainers and athletes face a common reality: they come into fame and fortune, sometimes prepared but many times not. At each stage of your career, things are changing. Will you know how to be smart with your finances? Will you keep more of what you earn in contracts or on tours? Will you be ready for new opportunities or to retire someday?
Clarity, trust, experience: catalysts to achieving your mission.
Endowments, institutions, and non-profit organizations must trust the team helping them to sustain their mission. Trust is earned, not simply given. Does your advising team bring clarity around strategic planning and creative, transparent execution to your investment strategy?
Families with significant wealth face complexities that transcend their generation.
Engaging all generations is imperative to sustaining family wealth, aligning future generations around shared values and living a life of purpose and meaning.
There’s no single person with the expertise powerful enough to meet all of your financial needs.
You need a team of individuals with specialized expertise that is focused on you and your goals.
Achievements earned by our talented team
Barron's
Top RIA Firms
Financial Times
Top 300 RIAs
Forbes
Best-In-State Wealth Advisors
Variety
Business Manager's Elite
Financial Advisor
Top RIAs
InvestmentNews
Women to Watch
Barron's
Hall of Fame Advisor
Charles Schwab & Co., Inc.
Trailblazer IMPACT Award™
Barron's
Top 100 Independent Wealth Advisors
See important disclosures about our awards.
Expertise straight from our team
Sharing our experiences, insights and latest thoughts
Good advice is worth sharing, so we put ours in writing
Wealth Management
Should you plan for higher taxes now? Yes, say tax professionals.
October 27, 2020
With the election just around the corner, we thought it would be helpful to alert you to some of the tax planning ideas we are currently considering for clients. Normally, year-end tax planning is focused on one simple concept: defer income and accelerate deductions. This year, however, the opposite...
In The News
How to Successfully Transition a Family-Owned Business, According to The Colony Group
May 26, 2020
“The sale of the business is not the end but, in fact, a beginning.” Marshall Rowe, James Fitts, and John Weeks celebrated the release of their new book with Worth Media's Juliet Scott-Croxford as they discussed how to successfully transition a family-owned business.
Wealth Management
Here’s how to prepare an investment plan for a Trump or Biden presidency
August 10, 2020
As Appeared on CNBC Every four years, as we approach the U.S. presidential election, we reflect on the wide-ranging implications of each potential outcome. As is always the case, much is at stake during the current cycle, including how best to address the new and old challenges facing our...
Wealth Management
When the Doctor Is the (Financial) Patient
March 10, 2020
Virtually all personal-service professions have moved toward specialization — and rightly so. Their clients have different needs and goals; and, to serve them effectively, these differences must be acknowledged and addressed with specificity. People with heart conditions seek out cardiologists. People with tax needs seek out tax accountants. People...
Investment & Market Analysis
Q3 2020 Colony Market Perspectives
October 9, 2020
Many commentators have endorsed the idea that Vice President Biden would be universally bad for investment markets while President Trump would be good. We take a different view, believing that the impact on the markets over the subsequent four years from either candidate will be...
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