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.
Whether they are guiding their family’s finances, retiring from a professional sports career, or helping fulfill the mission of a company or institution, they are leaving nothing to chance. Wherever you take your journey, The Colony Group will proudly stand beside you as a thought partner. Let’s take the journey together.
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:
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The Colony Group - March 26, 2018
The Colony Group is pleased to announce that we have been recognized as a 2018 Best Places to Work for Financial Advisers as announced by InvestmentNews today. The Colony Group was chosen as one of this year’s top-50 based...
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The Colony Group - December 22, 2017
Earlier this week, the House and Senate reconciled their tax bills and passed the Tax Cuts and Jobs Act (the...
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The Colony Group - November 17, 2017
As a freshly minted college graduate, I thought I was well prepared to launch into adulthood. But there was...
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