People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

We have carefully selected professionals to our team who are committed to delivering what we believe is an exceptional client experience.

Elizabeth Nadeau

Manager of Tax Administration & Client Service Associate

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Elizabeth is a Manager of Tax Administration & Client Service Associate at the Colony Group. She supports a team of wealth management professionals, helping to implement and administer the comprehensive financial plans created for clients of The Colony Group. She is also responsible in assisting with the tax income return process.

Elizabeth attended the University of Massachusetts – Amherst where she studied Computational Linguistics. In her spare time Elizabeth enjoys traveling and racing sailboats. She currently sits on the Young Professional and Gala Committee boards for the Massachusetts & Rhode Island chapter of the Make-A-Wish Foundation and teaches English and writing as part of her volunteer efforts with Rosie’s Place, a shelter whose mission is to provide a safe and nurturing environment that helps poor and homeless women maintain their dignity, seek opportunity and find security in their lives.