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 (Michael Nathanson)
Charles Schwab & Co., Inc.
Trailblazer IMPACT Award™
Barron's
Top 100 Independent Wealth Advisors
Washingtonian
Top Financial Advisers
InvestmentNews
Best Places to Work
AdvisorHub
Advisors to Watch
InvestmentNews
40 Under 40
The Hollywood Reporter
Power Business Managers
Comparably
Best Company Outlook
Comparably
Best Company for Career Growth
Comparably
Best CEOs for Women
Comparably
Happiest Employees
Comparably
Best Company Work-Life Balance
Billboard
Top Business Managers
ThinkAdvisor LUMINARIES
Executive Leadership
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
Institutional
Defining Risk at the Manager Level (Part II)
August 13, 2024
There are numerous ways for investors to view and manage risk. In this two-part series we take a closer look at assessing and managing risk at the portfolio (Part...
Culture
13 Colony Group Advisors Named Best-in-State Wealth Advisors 2024 by Forbes
April 4, 2024
Congratulations to the following Colony Group team members for being named to Forbes’ 2024 Best-in-State Wealth Advisors List: Debra Brede, Principal and Senior Wealth Advisor, D.K. Brede Investment Management...
Topical Viewpoints
2024 Second Half Market Outlook Webinar Recording: “Investing from Peak to Peak”
July 31, 2024
The Colony Group’s investment leadership team shares their insights and outlook for the economy and markets after hitting new highs. During this webinar, our speakers will explore four “peaks”...
Culture
The Colony Group Ranked One of America’s Top RIAs for 2024 by Financial Advisor Magazine
July 15, 2024
This year marks the 16th consecutive year that The Colony Group has been recognized by Financial Advisor Magazine as a Top RIA in America for 2024. This annual list...
Topical Viewpoints
Q2 2024 Colony Market Perspectives
July 18, 2024
Introduction Investment markets largely performed well during the second quarter despite getting off to an inauspicious start, with the S&P 500 recording its first monthly decline of the year...
Seeking the Extraordinary Podcast Episodes
Jeff Singer: Turning Crisis into Opportunity
In this episode of “Seeking the Extraordinary”, The Colony Group’s Brad Levin interviews Jeff Singer, a serial entrepreneur with a remarkable life journey marked by resilience, determination, and a...
Stephanie Wolff: Anti-Aging Specialist
Carrie Kerskie: Cyber Security Expert
Phyllis Greenberger: Sex Cells
Lauren Ledger: Creating Community
Upcoming Events
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