We are resolute in our mission to bring purpose, joy, and meaning to your life each and every day.
Our team is right beside you. Together we shape how you think about your wealth and success. Our perspectives create new possibilites.
So much more is possible for your wealth when new perspectives are brought into view. When harnessed with our team’s depth and breadth of expertise, you can experience a new kind of relationship. The Colony Group provides consolidated expertise across wealth and business management, tax planning, family and legacy planning, business succession planning, institutional management and consulting, and more. Every day we look to create new possibilities for you.
Business owners know what it takes to build something from the ground up. You have grown your business into a larger, successful operation. You’ve balanced hustle and determination, professional ambition, and family values. Now you’re taking your next step.
Your talent and experience have built your reputation as someone who drives for success in your business. Your poise and prowess have helped you navigate the demands of your career whether in a private firm, venture start-up or publicly traded company. That entrepreneurial spirit is the catalyst for building your wealth.
Many professionals have a similar approach to planning – maximize their ability to earn and invest to live the life they want today while saving enough for their retirement. Do you have an objective vision of how you will fund your lifestyle now and when retirement comes?
The world’s greatest entertainers and athletes face a common reality: they come into fame and fortune, sometimes prepared but many times not. At each stage of your career, things are changing. Will you know how to be smart with your finances? Will you keep more of what you earn in contracts or on tours? Will you be ready for new opportunities or to retire someday?
Endowments, institutions, and non-profit organizations must trust the team helping them to sustain their mission. Trust is earned, not simply given. Does your advising team bring clarity around strategic planning and creative, transparent execution to your investment strategy?
Engaging all generations is imperative to sustaining family wealth, aligning future generations around shared values and living a life of purpose and meaning.
Our second edition of Personal Financial Planning for Executives and Entrepreneurs has even more to offer. Not only does it follow a couple’s struggles with their own financial decisions, but it contains explanations and guidance needed for positive outcomes, and this time with even more topics covered.
You need a team of individuals with specialized expertise that is focused on you and your goals.
See important disclosures about our awards.
The Colony Group congratulates the following Colony Group colleagues on obtaining the Certified Exit Planning Advisor (CEPA) credential. The Colony Group’s new CEPAs are: 1. Max Haspel, CEPA®, Managing...
The Colony Group has earned the distinction of being ranked one of InvestmentNews’ Best Places to Work for Financial Advisors for 2024. Each year, InvestmentNews recognizes employers in the...
As seen in Financial Advisor Financial “advice” has been available in our country since—and even before—its capitalistic origins, though it looked quite different in the more distant past. The...
Navigating the complexities of Social Security is a key aspect of financial planning, especially for women, often faced with unique challenges and considerations. For those of us not familiar...
2023 was a reminder of how common it is for investment markets to confound the greatest number of investors. Most prognosticators entered 2023 predicting that inflation would remain sticky...
The Colony Group’s Managing Director and Senior Wealth Advisor, Brad Levin, sits down with Catherine Kimmel and Sarah Adolphson, Co-Founders and Co-CEOs of the Artemis Agency. This unique agency...
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