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.
New Edition, New Heights
An even better path for executives and entrepreneurs
Our second edition of Personal Financial Planning for Executives and Entrepreneurs has even more to offer. Not only does it follow a couple’s struggles with their own financial decisions, but it contains explanations and guidance needed for positive outcomes, and this time with even more topics covered.
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
Washingtonian
Top Financial Advisers
InvestmentNews
Best Places to Work
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
The tax gap is a real problem but so, too, is the ‘reverse tax gap’
September 9, 2021
As our elected officials debate how best to address a national debt approaching $30 trillion while simultaneously increasing spending levels and addressing wealth inequality, it should not be surprising...
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.
Investment & Market Analysis
Q2 2021 Colony Market Perspectives
July 14, 2021
The bull market is alive and well as the S&P 500 posted its strongest first-half-year gains since 1998. However, last winter’s optimism over the development of effective vaccines and an...
Investment & Market Analysis
Biden’s Gambits
September 13, 2021
Geopolitical tensions are rising at an unfortunate time for President Biden as he tries to push through what would be the largest spending package in over 100 years. This ambitious domestic agenda is seemingly at risk due, in part, to foreign policy missteps. Most notably among them was last month’s dismount from the...
Investment & Market Analysis
Investing with Values: Q2 2021
August 24, 2021
“Everybody knows that the dice are loaded, Everybody rolls with their fingers crossed” Leonard Cohen, “Everybody Knows” As an avid classic rock fan, I often connect song lyrics or...
Seeking the Extraordinary Podcast Episodes
Promise and Deliver: Alex Sheen
Alex Sheen is one of the world’s foremost experts on accountability and commitment. He is a five-time TEDx Talk speaker, an author, a podcast host, and an internationally recognized...
Dennis Ross: A Global Phenomenon
Kaley Klemp: Leader of Leaders
Adam Hayden: Living While Dying
The Bonds of Basketball with Nikki McCray
Upcoming Events
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