At some point, you have likely managed your own investments as you save for retirement. Your accounts are growing, your risk is increasing, your life simply has more moving parts, and now you’re less confident of the next move. What used to be manageable is now becoming more intricate. What is missing is a team that can create a plan to replace the complications and emotions tied to managing your own finances.
For over 30 years, we have helped attorneys, physicians, and other accomplished professionals gain control over their finances with the goal to create lasting wealth.
The Colony Group’s team of talented financial professionals can help build an enduring financial plan that is focused on your entire life and will help protect and preserve your wealth.