Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
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Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
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Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
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Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
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Entertainers
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Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
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Business Management
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Athletes
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Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
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Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
-
Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
-
Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
-
Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
-
Entertainers
-
Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
-
Business Management
-
Athletes
-
Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
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Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Brad Levin, CFP®, CMT®, CEPA®
Managing Director, Senior Wealth Advisor
FOCUS AREAS
Pre- and Post-Liquidity Planning
Business Transition Planning
Philanthropic Planning
Investment Strategies
Private Strategies
Multi-Generational Planning
CLIENT SPECIALTY
Business Owners
Medical/Dental Practice Owners
Entertainers
Corporate Executives
COMMUNITY
Because I Said I Would (Board Member)
Cancer Schmancer Foundation (Roundtable Member and Advocate)
North-Los Angeles Chapter of the CMT Association (Chair)
AISH Los Angeles Pension Fund (Investment Committee Member)
Brad Levin is a Managing Director and Senior Wealth Advisor at The Colony Group. He brings nearly 30 years of experience as a financial advisor and many years as a business owner prior to joining the firm. He works closely with partners in our Family Office and Business Management groups to serve the needs of successful entrepreneurs, executives, entertainers, and their families.
Brad and his team deliver a vast array of relevant services including investment management, tax planning, multi-generational gifting and wealth transfers, family wealth education, family governance, philanthropic advice, and business management. Brad’s services can be especially valuable to successful business owners who are planning for an eventual sale or transition of their business.
He describes his role in working with clients as empowering them to live their version of their best life. Brad’s approach to financial planning seeks to balance prudent planning for long-term lifetime goals while enabling the ability to experience more near-term life-enriching experiences, through an approach he calls Bucket list Living. It seeks to a balance prudent planning for long-term lifetime goals while enabling the ability to experience more near-term life-enriching experiences. Brad’s passion for helping others find balance is evident from the moment he meets them as he listens carefully to their needs, and designs a financial plan in which clients can find fulfillment beyond a monetary amount. In addition to working with clients one-on-one, Brad is a portfolio manager with a strong focus on technical analysis and is involved in the management of investment strategies.
Brad’s approach to financial planning is shaped in by three life-changing events — growing up with a single mother, going through a divorce, and overcoming his wife’s breast cancer diagnosis. These events inspired him to provide advice that’s focused on saving and investing for the future, preparing for the unexpected and having the right team to provide guidance, and lastly, finding ways to help reduce life’s stresses.
Brad was the founder of Legacy Wealth Partners, a boutique wealth management firm in Calabasas, CA, prior to merging with The Colony Group in 2021. Previously, he was a Vice President and financial advisor with The Householder Group and a financial advisor at Kavesh and Gau.
Brad graduated from the University of California, Santa Barbara with Bachelor of Science degree in Business Economics. He holds the designations of CERTIFIED FINANCIAL PLANNER™ and Chartered Market Technician®, making him one of a small number of financial professionals to hold both these designations.
Brad currently lives in Calabasas with his wife, Jennifer, and their four children. His time away from the office is devoted to family, traveling, and engaging in physical activities of all types. Blessed in his career and passionate about positively impacting the lives of others, Brad supports a number of local and national charities.
Published Insights
Culture
13 Colony Group Advisors Named Best-in-State Wealth Advisors 2024 by Forbes
April 4, 2024
Congratulations to the following Colony Group team members for being named to Forbes’ 2024 Best-in-State Wealth Advisors List: Debra Brede, Principal and Senior Wealth Advisor, D.K. Brede Investment Management Company, A Colony Group Company Dawn Doebler, MBA, CPA, CFP®, CDFA®, Senior Wealth Advisor Max Haspel, CEPA®, Managing Director, Senior...
Curated by Colony
Curated by Colony Presents: The Art of Aging Gracefully – Webinar Recording
January 23, 2024
Curated by Colony and O’Connor Professional Group, discuss nurturing your mind and body so you can embrace the aging journey. We explore a holistic approach to aging well and enhancing your quality of life as we discuss proper nutrition and diet, concerns about over-the-counter medications, and the importance of...
Curated by Colony
Curated by Colony Presents: Kickstart 2024: Your Guide to Clean Eating with CBL Wellness – Webinar Recording
January 23, 2024
Establishing health and wellness goals is as important as developing a sound financial plan with your advisor. Prioritize your health and wellness in 2024 by defining and setting goals. Our newest Curated by Colony Wellness Provider, Coach Carrie Best, is a certified Lifestyle Nutrition coach with years of experience...
Culture
Six Newly-Certified Exit Planning Advisors Enhance The Colony Group’s Services for Business Owners
November 14, 2023
The Colony Group congratulates the following Colony Group colleagues on obtaining the Certified Exit Planning Advisor (CEPA) credential. The Colony Group’s new CEPAs are: 1. Max Haspel, CEPA®, Managing Director, Senior Wealth Advisor and President of Colony Business Owner Services, Long Island Team 2. Nicole Ilustre, CEPA®, Associate Wealth...
Curated by Colony
2023 Curated by Colony Live Well and Thrive Webinar: Bucket List Living™ – Summer Travel Destinations to Plan Ahead – Webinar Recording
October 13, 2023
Curated by Colony travel provider Truvay Travel discuss the most in-demand travel destinations that you’ll want to start planning now. Hear about current trends in the travel industry and learn tips and tricks for planning your next vacation that will save you time, money and help you get the...
Curated by Colony
Curated by Colony Live Well and Thrive Webinar Recording: Your Guide to Aging and Care Planning
June 21, 2023
Curated by Colony welcomed our senior care planning concierge, Care Right, for a discussion about aging and care planning for yourself, your aging parents, or your special needs children. Learn when and how to put a care plan in place and how to work with your financial advisor to...
Curated by Colony
2023 Curated by Colony Security Webinar Series: (Session 2) Identity Theft – Protecting your Personal Information
May 8, 2023
Curated by Colony security provider Regal Credit Management as we discuss the prevalence and challenges of identity theft. Learn best practices to protect yourself, how to spot an attack, and tools and resources to prevent and navigate fraud...
Curated Education - Security
2023 Curated by Colony Security Webinar Series: Cybersecurity – Protect your Devices, Email, Networks and Information in Real Time
April 24, 2023
In part one of this two-part webinar series, Curated by Colony security provider Total Digital Security discusses current challenges and trends in digital risk management. Learn best practices to protect your personal technology and learn about tools and resources to prevent cybercrime and internet risk in this webinar. ...
Curated Education - Wellness
Curated By Colony Presents: Navigating Mental Health and Well-Being in Families Webinar Recording
March 2, 2023
Watch the webinar recording here Curated by Colony and wellness provider O’Connor Professional Group discusses current challenges and trends in mental health and provide tools and resources to help navigate and promote health and well-being in your family. Click here or the image below to view the O’Connor Professional...
In The News
Echelon Radio Podcast: Meet Brad Levin with The Colony Group
January 26, 2023
The Colony Group's Brad Levin spoke with Echelon Radio podcast on a recent episode. Tune in here.
Curated Education - Travel
Bucket List Living™ Travel Experiences Webinar Recording
January 26, 2023
Watch the webinar recording here. Curated by Colony hosted a Live Well and Thrive webinar with a discussion on Bucket List Living™, unique travel destinations, once-in-a-lifetime trips and experiences for even the most discerning traveler. Listen to The Colony Group’s Brad Levin, Senior Wealth Advisor and Mimi Lichtenstein, Owner...
Curated Education - Lifestyle
“Bucket List Living: Not for Retirement Only”
January 12, 2023
As appeared in Rethinking65. A lot of people talk about their bucket list — the myriad of experiences we hope to be able to complete before we ultimately … well, you know. In my work as a financial advisor, clients often describe their bucket-list wishes in the context of...
Topical Viewpoints
“How Wealth Advisors, Clients Must Adopt ‘Bucket List’ Mindset”
November 16, 2022
The Colony Group’s Brad Levin, CFP®, CMT® Managing Director, Senior Wealth Advisor, discusses the “bucket list mindset” with Family Wealth Report. In the article, “How Wealth Advisors, Clients Must Adopt ‘Bucket List’ Mindset”, Brad covers how the approach focuses on using financial planning to enjoy the life journey rather...
Want to Unload That Investment Property? What Advisors Recommend.
April 20, 2022
Brad Levin, CFP®,CMT®,CDFA™ shares with Barron’s a few options clients have to unload their investment property. “Some clients may consider selling their property and investing in an Opportunity Zone Fund. Another option for clients with charitable inclinations is to transfer the property to a charitable remainder trust before it’s...
In The News
6 Financial Advising Trends for 2022
December 23, 2021
"The idea behind 'bucket list living' is simple: Retirement planning should be more about enjoying the journey than focusing solely on the destination," said Brad Levin, CFP®,CMT®,CDFA™.