Denise M. Duffy, JD

Senior Wealth Advisor

Boston, MA
Focus Areas

Stock Options and Equity Compensation
Pre- and Post-Liquidity Planning
Tax Planning
Investment Strategies

Client Specialty

Executives
Professionals
Retirees

Denise is a Senior Wealth Advisor and a Principal of The Colony Group. She provides a broad range of sophisticated financial counseling services to wealth and investment management clients, using her expertise in taxation, estate planning, asset allocation, and investment management to create and implement strategies that help clients achieve their financial goals.

Prior to joining The Colony Group in 2000, Denise worked for the law firm of Parker Scheer, LLP. She is admitted to practice law in the Commonwealth of Massachusetts. She is a 4-time winner of the Five Star Wealth Manager Award, as published by Boston Magazine.*

Denise earned her Juris Doctor from Suffolk University School of Law and a Bachelor of Arts from the University of Massachusetts at Amherst.

 

 

*See important disclosures regarding awards and recognitions.