Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – Taxable and Non-TaxableYour Family Office
Business Management
Business Owners
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Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
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Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
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Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
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Entertainers
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Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
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Business Management
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Athletes
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Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
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Career Phase Strategies & Business Management
Institutions – Taxable and Non-Taxable
Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – Taxable and Non-TaxableYour Family Office
Business Management
Business Owners
-
Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
-
Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
-
Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
-
Entertainers
-
Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
-
Business Management
-
Athletes
-
Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
-
Career Phase Strategies & Business Management
Institutions – Taxable and Non-Taxable
Focus Areas
Business Transition Planning
Tax Planning
Multi-Generational Planning
Philanthropic Planning
Client Specialty
Executives
Business Owners
Retirees
Women in Transition
Recognitions
Forbes Best-In-State Wealth Advisors, VA, 2019, 2023; Five Star Wealth Manager
Community
CancerLINC
Jeremy is a Senior Wealth Advisor and a Principal at The Colony Group. His team provides a goal-focused and planning-driven approach to help clients align their lives with their wealth. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Retirement Plans Specialist℠, and an Accredited Investment Fiduciary® that spends his time counseling clients’ on tax-efficient diversification strategies, philanthropic planning, cash flow management, retirement planning, risk management and tax planning.
Jeremy brought his expertise to The Colony Group from CapGroup Advisors in 2015. Previously, he was a Founder and Managing Partner at Mentor Wealth Management. Prior to founding Mentor, he served as a Regional Manager for Wealthcare Capital Management’s Institutional Division where he consulted to many of the industry’s most experienced and successful financial advisors, broker dealers, and RIA firms in the areas of practice management, client experience, and goals-based financial planning.
Jeremy is a member of the Estate Planning Council of Richmond, a past President of the Central Virginia Chapter of the Financial Planning Association, and former Chair of the FPA Forum in Richmond. He earned a degree in Business Administration from James Madison University and received his Certificate in Financial Planning from Boston University. In his spare time, Jeremy enjoys time on the golf course, skiing, and mountain biking.
Published Insights
Culture
Colony Group Wealth Advisors Selected for Forbes’ 2023 Best-In-State Wealth Advisors List
April 13, 2023
We are excited to announce that four of our wealth advisors are recognized on the 2023 Forbes Best-in-State Wealth Advisors list, developed by SHOOK Research. The advisors acknowledged from...
Business Management
Peaking at the Right Time to Maximize a Sale
September 28, 2021
As appeared in Wealth Management. The Colony Group’s Jeremy Kuhlen wrote “Peaking at the Right Time to Maximize a Sale” about what can businesses do to stand out from...
In The News
You check your stock portfolio dozens of times a day. Is that a problem?
July 14, 2021
“For some people, it’s a hobby. They like to keep score. It’s how they spend their time, following companies and seeing how they’re doing on a daily basis. It’s not emotional for them, so it’s not a problem,” says Jeremy Kuhlen to MarketWatch.