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.

Justin Gilmartin, JD

Senior Vice President of Tax Services

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As the Senior Vice President of Tax Services at The Colony Group, Justin leads a team that prepares over 1,000 individual, trust, and foundation tax returns annually. Prior to joining The Colony Group, he worked for Kahn, Litwin, Renza & Co. where he prepared and reviewed tax returns for high net worth individuals as well as partnerships and corporations.

Justin earned his Bachelor of Arts from Holy Cross majoring in Economics and Accounting. He went on to receive a Juris Doctor from Boston College Law School and is admitted to practice law in the Commonwealth of Massachusetts. In his spare time, Justin enjoys spending time with his two daughters, traveling, and golf.