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.

"I take great pride in bringing the collective financial experiences of hundreds of companies to the business owners I advise giving them a distinct competitive advantage."

Kelly Anastasi

Director of Financial Management Services

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As Director of Financial Management Services, Kelly brings over 25 years of experience in the finance and tax industry.  She leads the Financial Management Services division and a team of financial professionals who provide controller/CFO and strategic accounting and finance functions for businesses and non-profit organizations. As a tax specialist, she prepares tax returns and oversees tax compliance.

Kelly enjoys managing the financial details so her clients can focus on growing their businesses and serving their own clients. Her solutions-based approach provides creative, cost-effective results that enable companies to thrive at what they do.

Kelly served as the Director of Financial Management Services at Bridgewater Wealth & Financial Management prior to merging with The Colony Group at end of 2017.  Prior to that she was the firm’s administrator and controller.

In her spare time, Kelly enjoys spending time with her two children and family enjoying outdoor activities at the beach or in the mountains.