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.

"My genius is listening to and making sure that the requests and questions of the teams I collaborate with are heard and addressed. Getting the details right builds trust and confidence in everyone."

Meghan Cole

Senior Finance Associate

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Meghan provides direct accounting support and analysis to our clients and the tax team. She manages accounts payable, accounts receivable, financial statement and report preparation, billing review, and bank deposits and reconciliation. Possessing natural math skills and a keen analytical mind, Meghan enjoys the structure and detail of the accounting process, which shows in the quality and consistency of her work.

Meghan served as the Assistant Controller at Bridgewater Wealth & Financial Management prior to merging with The Colony Group in early 2018. She is currently pursuing a degree in accounting.

When she’s not preparing financial records or attending school, you’ll probably find Meghan snowboarding, dancing, drawing, and enjoying the outdoors with family and friends.