Stock Options and Equity Compensation
As a Senior Wealth Advisor at The Colony Group, Lori counsels high net worth individuals and families by providing them with individualized wealth management plans focused on tax-efficiency. She uses her expertise in estate planning to create strategies to meet the unique needs of her clients.
Before joining The Colony Group, Lori was a Senior Staff Attorney with G.W. & Wade, Inc., where she provided financial counseling and tax services to high net worth individuals. She earned her Juris Doctor from Western New England University School of Law and a Bachelor of Arts from Assumption College. Lori is admitted to practice law in the Commonwealth of Massachusetts.