Her Wealth® by Colony

Her Wealth is a financial service solution for women, provided by Colony Group professionals, empowering them with the necessary tools, resources, and knowledge to be stewards of their own wealth. We believe we are uniquely qualified to lead the conversation and spearhead the transformation when it comes to women and their wealth.

The Why

Women are breaking glass ceilings. We are breaking the mold.

There are many theories about why some women don’t take charge of their finances: lack of confidence, lack of interest, lack of time. While there may be some truth in all of these, we believe the most important reason is that not enough women have been leading the conversation.

We have the power, know-how, wisdom, expertise and resourcefulness to change that now.

Join us as we begin a different kind of conversation, one that is more engaging, less intimidating, and more meaningful; a dialogue that directly connects women with professionals who know how to build wealth and are passionate about sharing their expertise so that all women gain the confidence to be stewards of their own and their families’ wealth.

Leading Insight

Her Wealth® Inspires Confidence

In line with Colony’s Net Positive Pledge, when women are empowered with financial knowledge, they are more confident creators and stewards of their wealth. Our articles, guides, and resources provide the important information you seek to be in control of your finances.

Access To A Community

Her Wealth® Empowers

Intelligent, savvy, and dynamic women are part of our Her Wealth® community as clients, collaborators, and champions. We create an environment where you can fearlessly as questions and grow your financial knowledge, supported by our ongoing communications, social media, webinars, and events – all designed to spark conversations and build relationships.

Advancing Women

It’s not enough to change the financial conversation. We want to change the financial industry.

The Lisa Poff Bold and Brilliant Scholarship is awarded annually to a colleague who shares a commitment to learning and exploring new challenges. To be eligible for the scholarship, applicants will have been full-time employees and in good standing at The Colony Group for a minimum of two years. Eligible programs include academic or professional courses, certifications, advanced degrees, leadership and coaching, and other development programs.

Explore The Conversation

Breaking Down the Barriers Between Women and Financial Success

The Colony Group is excited to feature Her Wealth, which focuses on engaging, educating, and serving women on financial topics. The goal of Her Wealth is to establish a...

“Divorce Can Be Messy. It Gets Even Messier When Top Execs Split Up.”

The Colony Group's Susan Miller spoke with Barrons in the article "Divorce Can Be Messy. It Gets Even Messier When Top Execs Split Up." Read the full article here.

Liz Talbot Named a 2023 Forbes Top Women Wealth Advisors Best-In-State

The Colony Group is proud to announce that Liz Talbot, CFA, CPA, has been named one of 2023 Forbes Top Women Wealth Advisors Best-In-State ranking number 7 in Massachusetts....

Thoughts on Gender Diversity, Equity, and Inclusion at The Colony Group

During Women’s History Month, it seems natural to reflect upon how we are doing with respect to gender diversity and empowering women at The Colony Group. In my role,...

The Dimensions of Wealth: Influencing Your Financial Path

A nuanced and thoughtful approach to financial planning is like peering into a kaleidoscope. Each kaleidoscope design comprises a unique set of pieces and patterns, and those specific dimensions...

Ready to take control of your wealth?

Taking control of your financial world is easier than you think, especially with a powerful network of female advisors that have navigated this road before.