The Colony Group, LLC

The Colony Group is a a fiduciary, fee-only wealth advisory firm that serves individuals and their families, corporate executives, entrepreneurs and business owners, athletes, entertainers, institutions, businesses and non-profit organizations.

The Colony Group is a a fiduciary, fee-only wealth advisory firm that serves individuals and their families, corporate executives, entrepreneurs and business owners, athletes, entertainers, institutions, businesses and non-profit organizations. The Colony Group's wealth management services encompass asset allocation, tax and estate planning, retirement planning, risk management, philanthropic and education planning, business management, business-transition planning, and life-enrichment solutions.