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.

Nancy Rubin


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Nancy provides invaluable behind-the-scenes services for many clients, making sure that their financial accounts are in order and their bills are paid on time. She works closely to support the Financial Management team developing strategies to provide better outcomes for clients. Her organizational skills and attention to detail assure that client accounts are impeccably handled.

Nancy was an Accountant with Bridgewater Wealth & Financial Management prior to merging with The Colony Group in early 2018. She a Bachelor of Science in Marketing from the University of Maryland.

Since becoming an empty-nester, Nancy became a bartender in her spare time.