Stock Options and Equity Compensation
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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.
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...
“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.