Margaret Watson, CPA, CFP®

Wealth Advisor

Boston, MA
Client Specialty

Business Owners

Focus Areas

Tax Planning
Investment Strategies
Multi-Generation Planning

Maggie is a Wealth Advisor at The Colony Group. As a Wealth Advisor, she counsels clients on a wide range of wealth management and investment advisory services. She also supports a team of financial counselors to provide financial planning, investment management, and tax planning services to high-net-worth clients, families, and corporate executives.

Maggie is a CERTIFIED FINANCIAL PLANNER™ practitioner and is licensed as a Certified Public Accountant in Massachusetts. She earned a Bachelor of Science in Finance and Accounting from Boston College.

Prior to joining The Colony Group, Maggie was an Associate Financial Advisor at GW & Wade, LLC. She was also an Audit Associate at Deloitte. Outside of the office, Maggie enjoys running, cooking, and spending time with family and friends.

Published Insights

Financial Life Cycles: Claiming Social Security

In this episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP® and Wealth Advisor, Margaret Watson, CPA, CFP® discuss the complex world of Social Security and important considerations when...

Maximizing Social Security Benefits

Navigating the complexities of Social Security is a key aspect of financial planning, especially for women, often faced with unique challenges and considerations. For those of us not familiar...