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.

"Delivering on agreements made with clients builds a level of service and trust that can lead to long-lasting client relationships."

Paul Shapero

Director of Family Office Services

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As Director of Family Office Services, Paul leads a team of financial professionals who provide family office and financial management services to current and retired sports professionals, entertainers, individuals and families. Acting as their personal CFO, Paul and his team manage their day-to-day financial responsibilities, including bills, mortgages, contracts, budgeting, and monthly spending and cash flow reporting. He combines his accounting skills with a natural ability to anticipate future possibilities to create positive client outcomes. He loves the diversity of his work, and prides himself in providing excellent client service.

Paul served as the Director of Family Office Services at Bridgewater Wealth & Financial Management prior to merging with The Colony Group at the beginning of 2018.

Paul earned a Bachelor of Science in Accounting from University College at the University of Maryland.  A fitness enthusiast, when he’s not crunching numbers, he’s likely crunching his abs.