Five Star Wealth Manager 2016-2020
As the President of Client Services and a Principal of The Colony Group, Steve oversees the firm’s financial counseling and investment advisory teams, working together to design and deliver the solutions that will best position clients to achieve their goals as they navigate their personal financial journey. Steve continues to lead many of the firm’s long-standing client relationships, seeking to deliver an exceptional client experience along the way. With a deep understanding of the complicated needs of busy corporate executives and the solutions they require, Steve works with companies to design financial counseling programs for c-suite corporate executives and their employees.
He is a co-author of the book, Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind.
Prior to joining The Colony Group in 1998, Steve provided financial counseling and tax services for high net worth individuals with The Ayco Company, L.P. and the international accounting firm of Deloitte & Touche, LLP. Steve is admitted to practice law in the State of New York and holds the CERTIFIED FINANCIAL PLANNER™ designation. He is a member of the Boston Estate Planning Council.
He earned his Juris Doctor with distinction from Albany Law School and a Bachelor of Science in Business Administration/Finance from the State University of New York with honors.
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.
"Even more modest cash sums may still provide meaningful returns." Learn more from The Colony Group's Steve Stelljes, President of Client Services in this CNBC article.
As appeared in Private Wealth It is, of course, most appropriate that financial advisors seek to prepare their clients in advance of a major liquidity event such as the...
As appeared in Financial Advisor Magazine Planning for a person’s financial future without accounting for their individual profession is like planning to perform surgery without first taking the patient’s...