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.


2019 (21)

2018 (23)

2017 (23)

2016 (31)

2015 (6)

2014 (9)

2013 (1)

Are You Ready for 8,000 Days or More in Retirement? Part I

As you might imagine, we work with many people who are approaching, or are already enjoying, their retirement years....

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Celebrating a Lifetime of Success and Service

Kevin Dolan, nicknamed the “Mayor of Naples, Florida,” retires from The Colony Group If you spend any time with...

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The Colony Group’s Institutional Practice Certified for Fiduciary Excellence for Ninth-Straight Year

The Colony Group is proud to announce that our Institutional Advisory Practice team has been certified by the Centre...

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