GWW - The Colony Group

The Colony Group

Core Offerings

Your Family Office Business Management

Select Client Specializations

Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO Solutions

Your Family Office

The Colony Group is reimagining the “family office” for clients. Once only available to the wealthiest families, you now have access to our collection of distinct, selective family office services—all in one place and delivered by a coordinated team of financial specialists.

Business Management

Entertainers, athletes, executives, business owners, family enterprises, and non-profit organizations choose The Colony Group to manage the accounting and financial details that come with their great achievements. Explore a rich array of business management services to help keep you on track and in control of your business and personal finances.

Business Owners

Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.

Executives

Executives – corporate, private company, or venture capital – face unique challenges. The Colony Group’s deep understanding of how to navigate these complexities helps you maximize income and the joy it can bring you.

Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.

Professionals

For over 30 years, we have helped attorneys, physicians, and other accomplished professionals gain control over their finances with the goal to create lasting wealth.

Attorneys, Physicians & Other Professionals

Entertainers & Athletes

Entertainers
- Business Management
  Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
Athletes
- Career Phase Strategies & Business Management
  Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.

Institutions – OCIO Solutions

Core Offerings

Your Family Office Business Management

Select Client Specializations

Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO Solutions

Your Family Office

The Colony Group is reimagining the “family office” for clients. Once only available to the wealthiest families, you now have access to our collection of distinct, selective family office services—all in one place and delivered by a coordinated team of financial specialists.

Business Management

Entertainers, athletes, executives, business owners, family enterprises, and non-profit organizations choose The Colony Group to manage the accounting and financial details that come with their great achievements. Explore a rich array of business management services to help keep you on track and in control of your business and personal finances.

Business Owners

Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.

Executives

Executives – corporate, private company, or venture capital – face unique challenges. The Colony Group’s deep understanding of how to navigate these complexities helps you maximize income and the joy it can bring you.

Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.

Professionals

For over 30 years, we have helped attorneys, physicians, and other accomplished professionals gain control over their finances with the goal to create lasting wealth.

Attorneys, Physicians & Other Professionals

Entertainers & Athletes

Entertainers
- Business Management
  Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
Athletes
- Career Phase Strategies & Business Management
  Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.

Institutions – OCIO Solutions

To access your client login, please click on the “Client Access” button on the top right corner of this page and select GW & Wade Client Access from the menu.

As of March 1, 2024, GW & Wade has merged with The Colony Group! Colony is a highly respected fellow partner firm of Focus Financial Partners, with considerable resources to support our work with you and your families now and into the future. We are excited about working with Colony to carve out an even brighter future for our clients. Much in the same way that we advise clients about the importance of planning, we share the same belief when it comes to our business. More than 15 years ago, GW & Wade joined Focus so that we would be poised to serve clients for many years to come. As part of that continuing evolution, we believe that we can better serve our clients by combining our firm with Colony, whom we have long known and respected. Like GW & Wade, Colony has a deep-rooted history of providing client-focused wealth management services. We are excited about our future together and our ability to provide you with the enhanced resources of the combined firm.

Your Team

Kelli A. Adams, CFP®

Senior Wealth Advisor

Ryan J. Bartholomew, JD, LL.M

Senior Wealth Advisor

Eric Berquist, JD, LL.M

Wealth Advisor

Robert F. Bodio, Jr., JD

Senior Wealth Advisor

David L. Brodsky, JD, MBA, MSA, CPA

Senior Wealth Advisor

Carol W. Cassoli

Associate Wealth Advisor

Bryan J. Ciborowski

Vice President of Client Development

Ryan Clancey, MST, CPA

Associate Wealth Advisor

James Da Silva

Senior Vice President of Client Development

Christopher J.K. Dolan

Director, Operations

Robert J. Emens, MST, CFP®

Senior Wealth Advisor

Iman P. Farimani, JD

Associate Wealth Advisor

Allison Godlewski

Human Capital Manager

Philip P. Jameson, MBA, MST, CPA

Senior Wealth Advisor

Steven Keirn, JD, CFP®

Senior Wealth Advisor

Robert Knight, CPA

Associate Wealth Advisor

Anthony C. Kosinski, JD, LL.M

Wealth Advisor

Heather S. Mahoney, JD

Managing Director, Wealth Management

Marissa M. Malone, JD, MBA

Wealth Advisor

Stephen E. Marsters, JD

Wealth Advisor

Michael Merrigan

Associate Wealth Advisor

Ron W. Minassian, MBA

Director, Portfolio Implementation

Barry J. Morgan, JD, MBA

Senior Wealth Advisor

John S. Murray, JD

Senior Wealth Advisor

Darren M. Norton, JD

Senior Wealth Advisor

Timothy Pinch, JD, LL.M

Managing Director, Senior Wealth Advisor

Tyler Rich, CPA, MBA

Wealth Advisor

Eric H. Rosenberg, JD, MBA

Senior Wealth Advisor

Matthew E. Ryan, MSF, CFP®, EA

Senior Wealth Advisor

Adam E. Silvey, JD, LL.M

Senior Wealth Advisor

Jeffrey M. Tancreti, JD

Wealth Advisor

Nick Usen, JD

Associate Wealth Advisor

Matthew G. Valentine, JD

Deputy Chief Compliance Officer

Roger W. Wade, JD, LL.M

Managing Director, Senior Wealth Advisor

Margaret Gaisford Welborn, JD

Senior Wealth Advisor

Justin Wiles, JD

Senior Wealth Advisor

Adam Willis

Associate Wealth Advisor

Have Questions?

We’re Here To Help You!

Contact James Da Silva, Senior Vice President of Client Development

Meet The Colony Group