Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
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Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
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Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
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Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
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Entertainers
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Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
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Business Management
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Athletes
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Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
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Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
-
Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
-
Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
-
Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
-
Entertainers
-
Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
-
Business Management
-
Athletes
-
Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
-
Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Community
Sitar Arts Center; Leadership Council Member
Jennifer is a Wealth Advisor at the firm. She supports a team of wealth advisors as they serve clients, including financial planning, investment management, and tax planning for high-net-worth individuals. Her passion for finance and helping people spurred her interest in pursuing a career in the wealth management industry. Jennifer is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Jennifer previously served as a Tax Associate with Bridgewater Wealth & Financial Management. Jennifer earned a Master of Science in Accounting while working as a Tax Associate. As a Tax Associate, she prepared tax returns for high-net-worth clients and trusts.
She earned her Bachelor of Science in Economics and a Bachelor of Arts in Criminology from American University. Jennifer grew up in Vermont where her mother is a financial advisor. She was inspired by her mother’s career and has followed in her footsteps.
Published Insights
Securing Your Financial Future
How to Maximize 529 Plans to Pay for Education Expenses (or not)- Part II
November 14, 2023
529 plans are a tax-advantaged way to save for college expenses because they allow tax-free earnings growth and tax-free withdrawals when funds are used specifically for qualified higher education...
Curated Education - Learning
How to Maximize 529 Plans to Pay for Education Expenses (or not) – Part I
September 27, 2023
Learn about recent changes to the 529 college plans and what expenses are allowed with this quick guide. With the start of the new school year, now is a...
Everything You Always Wanted to Know About
Everything You Always Wanted to Know About: Debt
August 1, 2023
What’s the difference between productive debt and destructive debt? The Colony Group’s Jennifer Stevens, MSA, CFP®, Associate Wealth Advisor, explains in this...
Her Wealth
Best Ways to Avoid Tax Fraud Scams
November 29, 2017
With the recent surge in tax fraud and identity theft, here's what you need to do to avoid being the next...