John F. Weeks, CExP

Managing Director, Family Wealth & Business Transition Planning

Concord, NH
Focus Areas

Pre- and Post-Liquidity Planning
Business Transition Planning
Multi-Generational Planning
Philanthropic Planning

Client Specialty

Business Owners
Family Enterprise


Schwab Charitable Fund Advisory Council

John is a financial service professional with more than 30 years of experience. John makes introductions to those who may benefit from our capabilities and expertise, and works directly with clients to define financial goals, create appropriate strategies, and monitor and provide feedback about their progress towards those goals.

John served as the Managing Director, Family Wealth & Business Transition Planning for Harvest Capital Management prior to their merger with The Colony Group in 2019. Previously, John was the NH State President for Bank of America and Market Executive for its wealth management division, U.S. Trust, where he led wealth management and commercial banking teams in advising individuals, families and businesses throughout New England.

He graduated with a Bachelor of Arts in Economics from Middlebury College in Middlebury, VT where he also played football. In addition, he holds the Certified Exit Planner (CExP™) designation and is a member of The BEI Network of Exit Planning Professionals™.

John currently serves on Schwab’s Charitable Fund Advisory Council. He previously served on the boards of The Nature Conservancy of NH, NH Business Committee for the Arts, Elliot Health Systems, the New Hampshire Humanities Council, Junior Achievement of NH, the Corporate Fund of the NH Charitable Foundation, the Advisory Council of the Currier Museum of Art, and the Statewide Board of The New Hampshire Charitable Foundation.

Outside of the office, he loves to travel with family and friends, plays golf and tennis and enjoys skiing. On his list of all-time favorite books is the Lord of the Rings Trilogy by J.R.R. Tolkien: “My generation’s ‘Harry Potter’ series.” He is married to Gail for more than 25 years, and they have three sons.

Published Insights

How Donor-Advised Funds Are Changing Philanthropy

The Colony Group's John Weeks, Managing Director, Family Wealth and Business Transition Planning, speaks to how donor-advised funds are changing philanthropy.

The Exit Plan: Avoid These Mistakes to Maximize Success

As seen in Worth  Exit planning is crucial. Here are the top myths about this misunderstood arena—and how to avoid falling into their traps. For some entrepreneurs, thinking about...

Preparing Emotionally For The Sale Of Your Business

As seen in Financial Advisor. Thinking about selling your business? You probably aren’t surprised to hear that there are many moving parts to getting a deal done, from due...

Some Financial Advisors Make House Calls. Why Giving Advice at the Kitchen Table Is Smart.

Why are house calls important for client relationships? The Colony Group's John Weeks, Managing Director of Family Wealth and Business Transition Planning explains in this Barron's article.

RVN Get Real – John Weeks Podcast

The Colony Group’s John Weeks, CExP™, Managing Director, Family Wealth & Business Transition Planning, recently spoke on the podcast, RVN TV: GetReal! He discussed how we work with clients...

Happy Holidays from The Colony Group

Happy holidays to our Colony Group clients and friends! In 2021, our company celebrated 35 years since its founding in 1986. To reflect on this incredible milestone, our team...

How to Successfully Transition a Family-Owned Business, According to The Colony Group

“The sale of the business is not the end but, in fact, a beginning.” Marshall Rowe, James Fitts, and John Weeks celebrated the release of their new book with Worth Media's Juliet Scott-Croxford as they discussed how to successfully transition a family-owned business.