Have you thought about your financial future as you set your New Year’s resolutions? Start with smart savings principles that can grow your wealth over time. #financialfuture #newyearsresolutions #smartsavings #personalfinance
The Colony Group
Financial Services
Boston, Massachusetts 8,023 followers
Discover the power of a relationship designed to create more possibilities for your life.
About us
The Colony Group is the smart choice for building, managing and preserving your wealth. We help successful individuals and their families, busy corporate executives, entrepreneurs and business owners, athletes, entertainers, institutions, businesses and non-profit organizations across the nation to manage the many details of their wealth—delivering deep expertise that goes far beyond investment management. Our 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. We are a fiduciary wealth advisory firm, which means we offer objective advice and work in the best interest of our clients. We believe in a solutions-oriented, team approach that includes financial planners, analysts, accountants, attorneys and business professionals who are committed to integrating and implementing customized solutions for all of our clients’ financial needs. By striving to provide the highest level of personal service from a deep bench of experienced financial professionals and adhering to the standards of fiduciary excellence, we build trusted, long-term relationships with our clients and provide the resources they seek in an increasingly complex world.
- Website
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http://www.thecolonygroup.com
External link for The Colony Group
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Boston, Massachusetts
- Type
- Privately Held
- Founded
- 1986
- Specialties
- Wealth Management, Investment Management, Corporate-Sponsored Financial Counseling, Retirement Planning, Tax Planning, Estate Planning, Risk Management, Philanthropic Planning, Cash-Flow Planning, Education Planning, Family Office, Business Management, Life Enhancement Services, and Institutional
Locations
Employees at The Colony Group
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Shellie Kurek Peters, CFP®, ChFC®, CAP®
Principal & Senior Wealth Advisor at The Colony Group
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Lori Stanger, CFP®
Associate Wealth Advisor at The Colony Group
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Frank Brochin
Chief Investment Officer - Family Office Practice
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Nadine Gordon Lee
Managing Director & President, Colony Family Office
Updates
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Colony’s Institutional Advisory Practice offers complete Outsourced Chief Investment Office (‘OCIO’) services to #endowments and #foundations from investment policy formulation and portfolio construction to asset allocation and manager selection. Learn more about why Colony's #OCIO solutions might be the right fit for your organization today. https://lnkd.in/e3ws98eU
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As we wrap up 2024 and look toward 2025, year-end tax planning is more important than ever. While we don’t have all the answers yet, now is the time to evaluate your tax strategy. Here are the key tax planning considerations and opportunities you won’t want to miss as we head into the new year. #taxplanning #taxstrategy #2025planning #financialgoals #yearendplanning
2025 Tax Planning: Considerations and Opportunities - The Colony Group
https://www.thecolonygroup.com
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“It’s incredibly rewarding to know, based on direct feedback, that our team feels Colony is a great place to work,” said Max Haspel, CEPA®, Managing Director, Senior Wealth Advisor, and President of Colony Business Owner Services, who co-manages TCG’s Long Island office. Read the full announcement here. https://lnkd.in/ecDwUwWR #teamculture #BPTW Long Island Business News BPTW ranking was awarded in November 2024 for the year ending May 2024. No compensation was paid for consideration of this award.
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Colony's Institutional Advisory Practice believes every institution’s financial circumstances are specific to their needs; therefore, their portfolio should be too. Learn more about how The Colony Group can help your organization today. https://lnkd.in/e3ws98eU #financialadvisory #OCIO #financialplanning #institution
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After several delays, the IRS has issued final regulations with respect to required minimum distributions (RMDs) on inherited IRAs. The Colony Group’s Sean Kelly, Director, Tax Services shares what you need to know before this regulation becomes effective in 2025. #tax #taxpayers #beneficiaries #cash
Five Reasons to Distribute from Inherited IRAs Now - The Colony Group
https://www.thecolonygroup.com
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Finding yourself with more time to give back to your community but not sure where to start? The Colony Group’s Lauren Ledger, CFP® shares how she found her passion in local non-profits and what others can do to discover their purpose. #herwealth #volunteer #nonprofit #boards #womeninwealth #purpose Full episode: https://lnkd.in/d-wzAzra
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The Colony Group can help guide the successful transition of a family or privately-held business to new owners and management, either from within the family or the outside, and develop a financial strategy to help transitioning business leaders step into their next adventure. #exitstrategy #businessplanning #wealthmanagement
Business Transition & Succession Advisors - The Colony Group
https://www.thecolonygroup.com
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What factors should you consider when transitioning your #institutional portfolio? The Colony Group's Andrew Vogelstein, President of Colony's institutional practice highlights the key steps to ease the transition. Click to read more. https://lnkd.in/eaxYftUU #investments #familyoffice #finance
Important Considerations When Transitioning an Institutional Portfolio - The Colony Group
https://www.thecolonygroup.com
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Amir Malek and Pam Malek recognized on this year’s Top Business Managers list by Billboard! Read more about the recognition here: https://lnkd.in/eZwEreFV #award #california #losangeles #finance #wealthmanagement Billboard’s Top Business Managers was awarded in November 2024 for the 12 month period end 7/31/24. No compensation was paid for inclusion on this list.
Billboard Names Amir Malek and Pam Malek to its 2024 Top Business Managers List - The Colony Group
https://www.thecolonygroup.com