Year Established: 1986
Categories: Financial Service Organizations, Financial Advisors & Planners, Accountants & Tax Services
Services: Wealth Management, Business Management, Investment Management, Financial Planning, Tax Planning, Estate Planning, Philanthropic Planning, Risk Management, Cash Management, Concierge Services, Multi-generational Wealth Planning, Dispute Resolution, Divorce Financial Analysis, Family Office Services, Business Owner Transition Services, Sustainable Investing Solutions
Specialties: Executives, Entrepreneurs, Professionals, Business Owners, Family office, Athletes, Entertainers, Institutions, Non-profit organizations, Women in transition

The Colony Group is a nationally recognized wealth management, business management, financial planning, and investment management firm serving a full suite of financial services and emphasizing a personalized approach for our clients. We see wealth the way our clients do, as a tool empowering a life well-lived now and into the future. Our extensive experience enables us to serve successful individuals and families including executives, entrepreneurs, business owners, professionals, entertainers, athletes, and family office clients, as well as institutions and non-profit organizations.