Managing beyond money.

Discover the power of a relationship designed to create more possibilities for your life.

Our perspectives create new possibilities.

So much more is possible for your wealth when new perspectives are brought into view. When harnessed with our team’s depth and breadth of expertise, you can experience a new kind of relationship. The Colony Group provides consolidated expertise across wealth and business management, tax planning, family and legacy planning, business succession planning, institutional management and consulting, and more. Every day we look to create new possibilities for you.

Whatever your goals are we have you covered.

Explore how we can help you.

Preparing to transition your business can become intimidating. With our experienced team, it becomes easier.

Business owners know what it takes to build something from the ground up. You have grown your business into a larger, successful operation. You’ve balanced hustle and determination, professional ambition, and family values. Now you’re taking your next step.

The journey of an executive is often filled with complexities for their wealth.

Your talent and experience have built your reputation as someone who drives for success in your business. Your poise and prowess have helped you navigate the demands of your career whether in a private firm, venture start-up or publicly traded company. That entrepreneurial spirit is the catalyst for building your wealth.

Are you effectively managing the demands of your life today with the lifestyle you want in retirement?

Many professionals have a similar approach to planning – maximize their ability to earn and invest to live the life they want today while saving enough for their retirement. Do you have an objective vision of how you will fund your lifestyle now and when retirement comes?

Your talent and determination led to big contracts. You’re becoming a business. Are you managing your money like a business would?

The world’s greatest entertainers and athletes face a common reality: they come into fame and fortune, sometimes prepared but many times not. At each stage of your career, things are changing. Will you know how to be smart with your finances? Will you keep more of what you earn in contracts or on tours? Will you be ready for new opportunities or to retire someday?

Clarity, trust, experience: catalysts to achieving your mission.

Endowments, institutions, and non-profit organizations must trust the team helping them to sustain their mission. Trust is earned, not simply given. Does your advising team bring clarity around strategic planning and creative, transparent execution to your investment strategy?

Families with significant wealth face complexities that transcend their generation.

Engaging all generations is imperative to sustaining family wealth, aligning future generations around shared values and living a life of purpose and meaning.

New Edition, New Heights

An even better path for executives and entrepreneurs

Our second edition of Personal Financial Planning for Executives and Entrepreneurs has even more to offer. Not only does it follow a couple’s struggles with their own financial decisions, but it contains explanations and guidance needed for positive outcomes, and this time with even more topics covered.

There’s no single person with the expertise powerful enough to meet all of your financial needs.

You need a team of individuals with specialized expertise that is focused on you and your goals.

Expertise straight from our team

Sharing our experiences, insights, and latest thoughts
Good advice is worth sharing, so we put ours in writing
Our Books
Investment Committees & Governance

Establishing and managing an investment committee comes with responsibility and at times, complexity. In this edition of Perspectives, we explore the layers of service and what investment committees, and...

The Colony Group Recognized on Barron’s 2024 List of Top 100 RIA Firms

Newly-merged firm Buckingham Strategic Wealth also recognized  Barron’s Top 100 RIA Firms list was published earlier this week, and The Colony Group has been ranked number 16 on this...

The Life Arc of a Philanthropist: Progressing Through Seven Stages of a Life of Giving

Philanthropy, the art of giving to create a positive impact on society, is a dynamic and evolving journey that passes through seven distinct stages. These stages aren’t static but...

The Colony Group Named on Citywire’s Fastest Growing RIAs Across America 2024 List

Newly-merged firms Buckingham Strategic Wealth and InterOcean Capital also recognized This annual list by Citywire is compiled through an algorithm that considers a firm’s percent growth in employment, percent...

Q3 2024 Colony Market Perspectives

Introduction Investment markets produced another strong quarter of returns despite a deteriorating geopolitical landscape. The Federal Reserve (Fed) cut interest rates, kicking off the highly anticipated process of normalizing...

Seeking the Extraordinary Podcast Episodes

Jeff Singer: Turning Crisis into Opportunity
Episode 11

In this episode of “Seeking the Extraordinary”, The Colony Group’s Brad Levin interviews Jeff Singer, a serial entrepreneur with a remarkable life journey marked by resilience, determination, and a...

Upcoming Events

Have questions?
We're here to help you.

Connect with a Colony Group team member by reaching out to us below.

Your life — your work, passions, and play — is a progression influenced by time, insight, and evolving perspectives.
What drives you toward your definition of meaning and joy is deeply personal. For some, it's applying talents at work, for others, it's pursuing passions and serving others. For many, it's both.
As success builds, so does the desire to shape your wealth; to move toward your vision of a wealthy life, influenced by your perspective today.
But life changes as you move forward. The right team beside you can expand your perspective, helping you see opportunities and what's possible beyond.
Whatever comes next, the team you choose should help you look beyond the numbers and give you freedom.
Our greatest asset is our shared expertise wrapped around you, empowering you to live your best life today, while unlocking a world of new possibilities.

Our team is right beside you. Together we shape how you think about your wealth and success. Our perspectives create new possibilites.

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