Lori B. Deane, JD

Senior Wealth Advisor

Hingham, MA
Focus Areas

Stock Options and Equity Compensation
Tax Planning
Multi-Generational Planning
Estate Planning

Client Specialty

Family Enterprise

As a Senior Wealth Advisor at The Colony Group, Lori counsels high-net-worth individuals and families by providing them with individualized comprehensive 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. 

Prior to joining The Colony Group in 2004, Lori worked as Senior Staff Attorney with G.W. & Wade, Inc., where she provided financial counseling and tax services to high-net-worth individuals.  She is admitted to practice law in the Commonwealth of Massachusetts. 

Lori earned her Juris Doctor from Western New England University School of Law and a Bachelor of Arts from Assumption University. She is a member of The Colony Group’s Diversity, Equity, and Inclusion Council. When not in the office, Lori can be found at a local hockey rink cheering on her son and daughter or walking out and about with her beloved cockapoo, Oakley.