The Colony Group is reimagining the “family office” for clients. Once only available to the wealthiest families, you now have access to our collection of distinct, selective family office services—all in one place and delivered by a coordinated team of financial specialists.
Entertainers, athletes, executives, business owners, family enterprises, and non-profit organizations choose The Colony Group to manage the accounting and financial details that come with their great achievements. Explore a rich array of business management services to help keep you on track and in control of your business and personal finances.
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
Executives – corporate, private company, or venture capital – face unique challenges. The Colony Group’s deep understanding of how to navigate these complexities helps you maximize income and the joy it can bring you.
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
For over 30 years, we have helped attorneys, physicians, and other accomplished professionals gain control over their finances with the goal to create lasting wealth.
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
The Colony Group is reimagining the “family office” for clients. Once only available to the wealthiest families, you now have access to our collection of distinct, selective family office services—all in one place and delivered by a coordinated team of financial specialists.
Entertainers, athletes, executives, business owners, family enterprises, and non-profit organizations choose The Colony Group to manage the accounting and financial details that come with their great achievements. Explore a rich array of business management services to help keep you on track and in control of your business and personal finances.
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
Executives – corporate, private company, or venture capital – face unique challenges. The Colony Group’s deep understanding of how to navigate these complexities helps you maximize income and the joy it can bring you.
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
For over 30 years, we have helped attorneys, physicians, and other accomplished professionals gain control over their finances with the goal to create lasting wealth.
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
Jaimie Sousa Awarded 2024 Best Financial Advisor/Planner in the Lakes Region for Third Consecutive Year
For the third consecutive year, The Colony Group’s Jaimie Sousa, CFP®, CEPA®, Senior Wealth Advisor, is recognized as a 2024 Best of Lakes Region Silver Best Financial Advisor/Planner. Best of Lakes Region Magazine showcases and celebrates local businesses and people. This year, there were over 302,000 votes in over 200 categories.
Jaimie is an active volunteer in her community and currently serves on the board of the Greater Lakes Region Children’s Auction. In the past, she was an ambassador for the Lakes Region Chamber of Commerce; founding member and former President of the Lakes Region Young Professionals group, then known as Fusion; board member for the Franklin Opera House; and a volunteer with SCORE.
Congratulations to the others recognized on this year’s Best of Lakes Region list. Read the full list here.
Disclosures:
Best Financial Advisor/Planner, Silver Award criteria: Best Financial Advisor/Planner, Silver Award criteria: (2022-2024) The Best of the Lakes Region is a program of The Laconia Daily Sun that features over 170 nomination categories seeking the best places to eat, shop, play, and relax in our community. In 2022, readers nominated over 1,300 businesses, organizations, and individuals to compete for the top two spots in Best of the Lakes Region. In the end, there were more than 230,000 votes in 199 categories – a testament to how customers, fans, and friends feel about their local favorites and their pride in the Lakes Region. Jamie Sousa, a Colony Wealth Advisor, received this recognition in 2022-2024.
