Michael T. Wright, JD, CFP®

Senior Wealth Advisor

Boston, MA
Focus Areas

Stock Options and Equity Compensation
Tax Planning
Investment Strategies
Estate Planning
Author

Client Specialty

Executives
Attorneys
Professionals
Retirees

Recognitions

Five Star Wealth Advisor 2018-2020
AdvisorHub’s 2023 Advisors to Watch

As a Senior Wealth Advisor at The Colony Group, Michael helps high net worth individuals, families and corporate executives identify and achieve their personal financial goals. He provides counsel on a wide range of issues, including investment management, asset allocation, cash flow management, insurance, taxation, retirement planning, and estate planning. Michael is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Prior to joining The Colony Group, Michael was a Financial Planner at Mintz Levin Financial Advisors. Before transitioning into wealth management, Michael was a practicing attorney, focusing his practice on commercial finance law. Michael earned his Juris Doctor from the University of Connecticut School of Law and a Bachelor of Arts from University of Massachusetts, Amherst.

In his free time, Michael enjoys spending time with his wife and son, as well as exercising, reading, and traveling.

Disclosures:

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.

AdvisorHub criteria: Advisors to Watch (2023) – The Advisors to Watch ranking uses three main criteria in its methodology: scale, growth, and professionalism.

Published Insights

23 Colony Group MA-area Senior Wealth Advisors Awarded Five Star Wealth Managers for 2024

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...

Five Colony Group Advisors Recognized as AdvisorHub’s 2023 Advisors to Watch

The Colony Group’s Jack Clark, MBA, CFA, CFP®, Senior Wealth Advisor, Christopher Johnson, MBA, Senior Wealth Advisor, Matthew Rapoport, CFP®, MST, Senior Wealth Advisor, Erin Sullivan, CFP® Senior Wealth...

Financial Independence Planning for Executives and Professionals

Many executives and professionals – attorneys, physicians, engineers, corporate executives, and entrepreneurs, to name just a few – begin earning enough compensation in their 30s and 40s that they...

Law Firm Partners Face The Perfect Storm As They Consider Retirement

As appeared in Financial Advisors Magazine As the world has grown more complex, so too have the opportunities, challenges and conditions that comprise the environment in which we live...

A Dose Of Realism

As appeared in PrivateWealth  For many collectors, artwork can be far more than something to enjoy and display for the pleasure of others. It can be a valuable and...