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
The Hollywood Reporter
Power Business Managers
Comparably
Best Company for Career Growth
Comparably
Best CEOs for Women
Comparably
Happiest Employees
Comparably
Best Company Work-Life Balance
Billboard
Top Business Managers
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
Topical Viewpoints
A Good Hard Rain
August 18, 2022
July brought welcome relief to investors, with the S&P 500 logging its best monthly return since November 2020. Markets spent the first six months of the year undoubtedly worried...
Wealth Management
Investing with Values: Q2 2022
September 12, 2022
Investment managers focused on sustainability and impact often incorporate environmental social and governance (ESG) criteria into their process, but are the “E” and the “S” truly discrete? Environmental and...
THE COLONY GROUP APPOINTS CRAIG S. JONES AS CHIEF DIVERSITY OFFICER
June 14, 2022
Managing Director Craig Jones becomes Chief Diversity Officer as part of a larger company commitment to driving diversity, equity, and inclusion in the wealth management industry and beyond The...
Culture
How to implement sustainable practices at your firm – and avoid backlash
August 12, 2022
As appeared in Barron’s. When it comes to ESG and socially responsible investing, advisory firms are feeling the heat to practice what they preach. Advisors these days are under...
Investment & Market Analysis
Q3 2022 Colony Market Perspectives
October 12, 2022
Investment markets got off to a promising start in the third quarter before ending with a thud. After a challenging first half of the year, risk assets began a...
Seeking the Extraordinary Podcast Episodes
Anna Palmer and Jake Sherman: The Punch In Punchbowl
Today’s guests founded the groundbreaking Punchbowl News. Anna Palmer worked for the Legal Times and Roll Call before joining Politico in 2011. While at the Legal Times she began to...
Lisa Poff: Woman of Courage
Dan Egan: The Power of Powder
He Has D.C. Covered: Mike Allen
Martin Luther King III: The Dream Is Alive
Upcoming Events
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