GROWTH THAT’S DRIVEN BY YOUR NEEDS
With offices across the country, The Colony Group is an independent wealth management firm with several billion dollars in assets under management. We were founded in 1986 with a focus on providing high-net-worth individuals and families with fiduciary, fee-only wealth management services of the highest caliber. Through the years, our firm has grown substantially, attracting individual, corporate, and institutional clients alike.
Our growth is guided by purpose. The Colony Group’s mission is to provide peace of mind to our clients through objective wealth management and investment advisory services delivered by a team of trusted experts dedicated to the highest level of personalized service.
We selectively merge with other firms that share our belief in putting client interests first, enabling us to extend our services to a broader cross-section of individuals, corporations, and institutions.