Joseph Salvati, CFP®

Senior Wealth Advisor

Boston, MA
Focus Areas

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

Client Specialty

Executives
Professionals
Retirees
Women in Transition

Recognitions

Five Star Wealth Advisor

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.

 

 

In Florida, The Colony Group is registered to do business as The Colony Group of Florida, LLC.

Published Insights

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.