Virtual Event
Our team is right beside you. Together we shape how you think about your wealth and success. Our perspectives create new possibilites.
Managing beyond money.
Discover the power of a relationship designed to create more possibilities for your life.
Our perspectives create new possibilities.
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.
Whatever your goals are we have you covered.
Explore how we can help you.
Preparing to transition your business can become intimidating. With our experienced team, it becomes easier.
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.
The journey of an executive is often filled with complexities for their wealth.
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.
Are you effectively managing the demands of your life today with the lifestyle you want in retirement?
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?
Your talent and determination led to big contracts. You’re becoming a business. Are you managing your money like a business would?
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?
Clarity, trust, experience: catalysts to achieving your mission.
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?
Families with significant wealth face complexities that transcend their generation.
Engaging all generations is imperative to sustaining family wealth, aligning future generations around shared values and living a life of purpose and meaning.
New Edition, New Heights
An even better path for executives and entrepreneurs
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.
There’s no single person with the expertise powerful enough to meet all of your financial needs.
You need a team of individuals with specialized expertise that is focused on you and your goals.
Achievements earned by our talented team
Barron's
Top RIA Firms
Financial Times
Top 300 RIAs
Forbes
Best-In-State Wealth Advisors
Variety
Business Manager's Elite
Financial Advisor
Top RIAs
InvestmentNews
Women to Watch
Barron's
Hall of Fame Advisor (Michael Nathanson)
Charles Schwab & Co., Inc.
Trailblazer IMPACT Award™
Barron's
Top 100 Independent Wealth Advisors
Washingtonian
Top Financial Advisers
InvestmentNews
Best Places to Work
AdvisorHub
Advisors to Watch
InvestmentNews
40 Under 40
The Hollywood Reporter
Power Business Managers
Comparably
Best Company Outlook
Comparably
Best Company for Career Growth
Comparably
Best CEOs for Women
Comparably
Happiest Employees
Comparably
Best Company Work-Life Balance
Billboard
Top Business Managers
ThinkAdvisor LUMINARIES
Executive Leadership
See important disclosures about our awards.
Expertise straight from our team
Sharing our experiences, insights, and latest thoughts
Good advice is worth sharing, so we put ours in writing
Culture
Six Newly-Certified Exit Planning Advisors Enhance The Colony Group’s Services for Business Owners
November 14, 2023
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...
Culture
TCG Recognized for the Fifth Year as a Best Place to Work for Financial Advisors
February 28, 2024
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...
Topical Viewpoints
The Age Of Interdependent Financial Advice Is Upon Us
January 8, 2024
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...
Her Wealth
Maximizing Social Security Benefits
January 16, 2024
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...
Topical Viewpoints
Q4 2023 Colony Market Perspectives
January 16, 2024
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...
Seeking the Extraordinary Podcast Episodes
Catherine Kimmel and Sarah Adolphson: Connecting Entertainment and Philanthropy
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...
Carrie Kerskie: Cyber Security Expert
John Vogelstein: A Private Equity Pioneer
Fran Drescher: Actress to Activist
Sarah Durham: Serial Entrepreneur
Upcoming Events
Have questions?
We're here to help you.
Connect with a Colony Group team member by reaching out to us below.