THE CENTER OF YOUR FINANCIAL UNIVERSE
We strive to streamline your entire financial life while delivering simple solutions to you. With some firms, it is the client’s responsibility to coordinate their entire wealth management strategy — everything from investment and cash flow management to tax and estate planning. We provide a different experience.
At The Colony Group, we start by giving you access to an array of specialized resources — including the know-how of qualified professionals such as CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioners, certified public accountants (CPAs), Chartered Financial Analyst (CFA) professionals, and attorneys. Thereafter, we manage the entire process for you, coordinating with outside counsel, as well as accounting and insurance professionals, when needed.
Your team can then integrate investment, wealth management, and other financial services to create a holistic solution that leverages our expertise and knowledge in financial management.
Our enhanced open architecture offers access to a broad array of investment vehicles, enabling us to develop investment strategies that make a variety of options available to you. If we need to go outside the firm to ensure that you get what we believe is the best, most customized plan for you, we have strategic relationships with other financial institutions that can help.
Best of all, you can count on objective advice. We take our fiduciary responsibilities very seriously and work on a fee-only basis. So, you can be confident that your best interests are a high priority. Our goal is to build a trusted, long-term relationship that serves all of your financial needs now and in the years to come.