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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

Good advice is worth sharing, so we put ours in writing

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Featuring Michael Nathanson

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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 – Craig Jones, JD, MBA, CPWA®, Managing Director, Rocky Mountain Region & Co-President, Colony Sports and Entertainment Florida (South) – Richard...

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The Colony Group - February 7, 2020

When a Bug Hits the Market

January 2020 started off well enough with both U.S. and Emerging Markets taking turns as the top performer among...

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The Colony Group - February 5, 2020

Colony 20/20 Market Outlook

A few of the highlights include: What are the expectations for interest rates and inflation? How has the nature...

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