Pre- and Post-Liquidity Planning
Five Star Wealth Manager (2016, 2017, 2018, & 2020)
Private school endowment, Investment Committee; Youth basketball, lacrosse, and soccer coach
Patrick is a Senior Wealth Advisor and a Principal of The Colony Group, having brought his expertise in comprehensive financial planning to The Colony Group from Mintz Levin Financial Advisors in 2012. Patrick is a CERTIFIED FINANCIAL PLANNER™ practitioner with extensive experience in counseling high net worth individuals in all areas of financial planning, including cash flow management, investment allocation and management, retirement planning, insurance, and tax planning.
Patrick has lectured on personal finance before corporate and educational organizations, including Harvard University and Boston University School of Law. His prior experience includes mutual fund accounting and custody for domestic equity, international equity, and fixed income funds. He was named a “Five Star Wealth Manager” by Boston Magazine in 2016 and 2017.*
Patrick graduated, magna cum laude, from Susquehanna University, where he earned his BA in Economics and Philosophy. He has also received his Certificate in Financial Planning from Boston University. When not in the office, Patrick enjoys spending time with his wife and three sons, as well as hiking, playing guitar, and the occasional round of golf.
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 and interact with one another. A direct consequence of this ever-increasing complexity is the manner in which professional advisory firms—particularly...
Social Security claiming strategies are centered around the decision of whether to claim benefits as early as age 62, at your full retirement age (typically age 66 to 67), or as late as age 70. For every year you defer, the benefit can grow by as much as 8%....