Shared knowledge is shared strength

We believe in the value of ongoing education and the powerful impact of sharing experiences and insights. This active collaboration is the glue that strengthens the bond between client and advisor. Access our latest thinking here.

“Not only do advisors enjoy relationships with clients that have depth, intimacy and history, but advisors are among the best-positioned individuals to observe a client’s critical decision-making and evaluate whether it is rational and consistent with prior patterns and outcomes.”

The Colony Group

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Helping Clients Face Alzheimer’s Disease And Dementia: Part 1

This is the first in a two-part series focused on helping advisors understand what cognitive impairment is and how to identify and plan for the various degrees of this pervasive disease in their clients.

Click here to view article.