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.

"It is my pleasure to make clients' financial lives easier so they may focus on other aspects of their business or simply enjoy all the other things life may offer."

Supreet Singh

Accountant

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Supreet applies the knowledge and business skills he acquired while running his family business in his role as an Accountant for our Financial Management clients. He knows first-hand what key information clients require to effectively operate their businesses providing insight into their costs and revenues, and projections to help them plan for their future.

Supreet enjoys the shared work ethic of his colleagues at The Colony Group and the time and effort each of them invests into meeting our clients’ needs. He is passionate about understanding the businesses that he serves including their industries and their changing needs to help them grow and expand within their industries.

Supreet served as an Accountant with Bridgewater Wealth & Financial Management prior to merging with The Colony Group in early 2018. In addition to running his family’s business, he was a Tax Auditor for the California State Board of Equalization in Oakland, CA.

He earned his Bachelor of Science in Business Administration with a concentration in Accounting from the University of California, Riverside.

Outside of the office, Supreet enjoys hiking and attending concerts and visiting museums in the D.C. area.