Joseph Salvati, CFP®

Senior Wealth Advisor

Boston, MA | Wellesley, MA | Naples, FL
Focus Areas

Stock Options and Equity Compensation
Tax Planning
Investment Strategies
Multi-Generational Planning
Philanthropic Planning

Client Specialty

Women in Transition


Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine (2017-2024)

Joe is a Senior Wealth Advisor and a Principal of The Colony Group. He guides corporate executives and high net worth individuals and families through the creation and implementation of long-term wealth management plans. As a CERTIFIED FINANCIAL PLANNER professional, Joe uses his experience in financial, investment, and tax planning to provide comprehensive wealth management and investment advisory services that are customized to meet each client’s needs. He is a co-author of the book, Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind.

Before joining the firm, Joe was a Senior Financial Planner at The Ayco Company, where he provided financial and investment planning services to corporate executives. He began his career as a Financial Advisor for Ameriprise Financial.

Joe earned a Bachelor of Arts from Brandeis University. In his free time, he enjoys hiking and skiing.




Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Advisors awarded: nine Wealth Advisors for 2015; nineteen Wealth Advisors for 2016; twenty-two Wealth Advisors for 2017; and twenty-two Wealth Advisors for 2018, 2019, and twenty Wealth Advisors in 2020.

Published Insights

23 Colony Group MA-area Senior Wealth Advisors Awarded Five Star Wealth Managers for 2024

We are excited to share that 23 Massachusetts-area senior wealth advisors of The Colony Group have been named recipients of the 2024 Boston Five Star Wealth Manager award by...

The Stretch IRA Strategy Is Largely Gone. Here Are 5 Alternatives to Consider

“There is no cookie-cutter solution to replace the stretch IRA,” says Joseph Salvati, CFP®, in Barron's. “Owners of traditional IRAs will seek alternatives that depend on factors like the size of the IRA, the size of the estate, and current tax rates,” via Cheryl Winokur Munk.