The Colony Group

The Colony Group is a fee-only wealth management firm driven by one overarching principle—to bring meaning and joy to the lives of our clients and each other. 

The deep and varied expertise of our team goes beyond investment management to encompass a broad array of creative and customized financial and wealth management solutions for individuals and families, executives and entrepreneurs, athletes, women, corporations and non-profit organizations.

With approximately $9 billion in assets managed, our greatest asset is our talented people comprised of professionals dedicated to the highest levels of personalized service.