Five Star Wealth Manager 2012-2020
Peter is a Senior Wealth Advisor and a Principal of The Colony Group and has extensive experience in comprehensive financial planning for high net worth clients, focusing on investments, retirement, education funding, insurance, taxes, and estate planning. He has presented in front of corporate audiences on a variety of financial planning topics with a focus on investment management.
Peter was included in Boston Magazine‘s list of “Five Star Wealth Managers” for 2010, 2011, and 2012*. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Accredited Asset Management Specialist, a member of the Boston Security Analysts Society, and holds the Chartered Financial Analyst® designation.
Peter graduated, summa cum laude, from the University of Massachusetts at Lowell with a BSBA in Finance.
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.
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...