Stephen T. Sadler, JD , LLM

Senior Wealth Advisor, President of Colony Wealth Management

Boston, MA
Focus Areas

Tax Planning
Multi-Generational Planning
Estate Planning
Philanthropic Planning
Coaching

Customer Experience
Customer Care
Colony U
Relationship Management

Client Specialty

Executives
Professionals
Retirees

Steve is a Managing Director, Senior Wealth Advisor, and Principal of The Colony Group. As one of the firm’s earliest Principals, Steve has enjoyed serving as the counselor to many of the company’s legacy clients for over 25 years. He uses his deep expertise to craft comprehensive and sophisticated wealth management plans for high net worth individuals, corporate executives, and organizations.

Steve is a member of the Board of Directors of the National Brain Tumor Society and serves on the Board of Advisors for the Graduate Tax Program and the Master of Financial Planning Program at Bentley University, is the former treasurer of the University of Massachusetts Foundation, and is a former member of the Finance Commission for the Town of Westwood. Steve previously has served as the Chairman of the Taxation Section of the Massachusetts Bar Association and has lectured and written on behalf of the MBA on numerous topics concerning tax and estate planning. He earned his Juris Doctor from Suffolk University School of Law, an LL.M. in Taxation from Boston University School of Law, and a Bachelor of Arts from the University of Massachusetts.

When not in the office, Steve enjoys skiing, biking, and swimming. He also participates in numerous Jimmy Fund events and enjoys visiting his two adult sons who live in Chicago.

Published Insights

Financial Considerations During a Divorce

Do you have a family member or friend who is contemplating divorce?  Putting all emotions aside, the legal aspect of divorce is essentially a business transaction involving the division of assets between partners.  Unfortunately, it is also an emotional division of the partnership, and what once seemed fair and...