Christopher S. Holton, CFP® EA

Senior Wealth Advisor

Boston, MA
Focus Areas

Stock Options and Equity Compensation
Pre- and Post-Liquidity Planning
Tax Planning
Investment Strategies
Multi-Generational Planning
Estate Planning
Philanthropic Planning
Risk management planning
corporate benefit planning

Client Specialty

Executives
Family Enterprise
Retirees
Venture Capital Partners

Community

Little League Coach, Youth Lacrosse Coach

As a Senior Wealth Advisor at The Colony Group, Chris assists high-net-worth families and individuals efficiently orchestrate all aspects of their financial lives, including but not limited to, protection and sustainability planning, asset management, income tax and estate planning. Chris communicates with clients regularly, with the main priority being to simplify their lives so that they may focus their attention on family, friends and business.

Before joining the firm, Chris was an Associate Wealth Strategist at US Trust, Bank of America Private Wealth Management and prior to that he was with The Ayco Company, L.P.  At both organizations Chris provided wealth management services to corporate executives, high net worth individuals and their families.  Chris specialized in working with executives at both very large Fortune 1000 companies as well as smaller, privately held companies.  Drawing on his experience, Chris works with companies to introduce corporate level sponsored financial counseling programs for the executives and key employees thus allowing for more productive and efficient use of the most valuable commodity – time.

Chris earned a Bachelor of Science in Marketing and minored in Economics at Plymouth State University.  He continued on at Plymouth State to earn an MBA with a concentration in Investment and Finance. Chris is a CERTIFIED FINANCIAL PLANNERTM professional.

Chris’ personal time is spent primarily with his wife and son.  Together, they enjoy being involved in the community through youth sports programs and volunteering at various charitable organizations.  When they are able to get away, they generally keep very active in outdoor activities including hiking, biking, and golf with extended family and friends.

Published Insights

Smart Risk Management Surrounding a Liquidity Event

The realization of a liquidity event, whether it be through an inheritance or sale of a company, tends to accelerate the achievement of individual or family goals.  One goal may be to retire early.  Another may be to purchase a second home.  Still others could be to finally buy...