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.

"Our approach to providing wealth management, business transition and family office services is personalized, comprehensive, and designed to reflect what matters most to our clients."

John Weeks III, CExP™

Managing Director, Family Wealth & Business Transition Planning

Back To Bios

John is a financial service professional with more than 30 years of experience. John makes introductions to those who may benefit from our capabilities and expertise, and works directly with clients to define financial goals, create appropriate strategies, and monitor and provide feedback about their progress towards those goals.

John served as the Managing Director, Family Wealth & Business Transition Planning for Harvest Capital Management prior to their merger with The Colony Group in 2019. Previously, John was the NH State President for Bank of America and Market Executive for its wealth management division, U.S. Trust, where he led wealth management and commercial banking teams in advising individuals, families and businesses throughout New England.

He graduated with a Bachelor of Arts in Economics from Middlebury College in Middlebury, VT where he also played football. In addition, he holds the Certified Exit Planner (CExP™) designation and is a member of The BEI Network of Exit Planning Professionals™.

John currently serves on the boards of The Nature Conservancy of NH, NH Business Committee for the Arts (recent past Chair), and the Statewide Board of The New Hampshire Charitable Foundation.  He previously served on the boards of Elliot Health Systems, the New Hampshire Humanities Council, Junior Achievement of NH, the Corporate Fund of the NH Charitable Foundation, and on the Advisory Council of the Currier Museum of Art.

Outside of the office, he loves to travel with family and friends, plays golf and tennis and enjoys skiing. On his list of all-time favorite books is the Lord of the Rings Trilogy by J.R.R. Tolkien: “My generation’s ‘Harry Potter’ series.”He is married to Gail for more than 25 years, and they have three sons.