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.

“People will forget what you said, but they will never forget how you made them feel.”

Mack Nelson

Associate Wealth Advisor

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As an Associate Wealth Advisor with The Colony Group, Mack Nelson supports a team of wealth advisors providing a wide range of wealth management and investment advisory services to successful individuals, families, executives and entrepreneurs. Mack is described as a strategic thinker who builds genuine connections with clients and his colleagues by getting to know them and their priorities on a deeper level.

Prior to joining The Colony Group, Mack was a Wealth Management Advisor at Northwestern Mutual. He earned a Bachelor of Arts, Financial Management, from the University of St. Thomas, Minnesota. He was a member of their lacrosse team that won the Lacrosse National Championship in 2013. Mack also enjoys playing golf, going to the beach and traveling.