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 a genuine interest in my clients and their families; understanding their life stories permits intelligent financial planning."

M. Susan Van Bergen, CRPC®

Wealth Advisor

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M. Susan Van Bergen is a Wealth Advisor at The Colony Group. Susan strives for ongoing and close personal contact with each of her clients and works with the portfolio management team to communicate and further enhance each client’s personal financial strategy. Susan also manages many of the marketing and charitable initiatives for the Boca Raton office.

Susan served as a Relationship Manager and the Director of Marketing at Steinberg Global Asset Management prior to their merger with The Colony Group in 2019. She started her career in New York City at Morgan Guaranty Trust. She then spent many years with Chase Manhattan Bank and Algemene Bank Nederland, before joining the Citibank Private Bank and relocating to Palm Beach. After taking a few years off to raise her family, Susan joined Wachovia Wealth Management in Boca Raton in their Private Client Group. Previously, Susan was the Managing Director of Client Relations for Levitt Capital Management in Boca Raton.

Susan earned her Bachelor of Arts degree in Finance from Notre Dame of Maryland University in Baltimore. In addition, she holds the Chartered Retirement Planning Counselor® designation, and Series 63 and 65 licenses.

Outside of the office, she is a member of the Boca Museum Professional Advisory Committee, a member of the Greater Boca Raton Estate Planning Council, and volunteers at Tri-County Animal Rescue.

Susan resides in Boca Raton, has two grown children, and enjoys traveling, reading, and gardening.