Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
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Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
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Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
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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
Entertainers & Athletes
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Entertainers
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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.
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Business Management
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Athletes
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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.
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Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
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
-
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
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.
-
Business Management
-
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.
-
Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Stephen T. Sadler, JD, LLM
Managing Director, Senior Wealth Advisor
Focus Areas
Tax Planning
Multi-Generational Planning
Estate Planning
Philanthropic Planning
Coaching
Customer Experience
Customer Care
Colony U
Relationship Management
Client Specialty
Executives
Professionals
Retirees
Recognitions
Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine (2016 – 2024)
Steve is a Managing Director, Senior Wealth Advisor, and Principal of The Colony Group. As one of the firm’s earliest Principals, Steve has enjoyed serving as the counselor to many of the company’s legacy clients for over 25 years. He uses his deep expertise to craft comprehensive and sophisticated wealth management plans for high net worth individuals, corporate executives, and organizations.
Steve is a member of the Board of Directors of the National Brain Tumor Society and serves on the Board of Advisors for the Graduate Tax Program and the Master of Financial Planning Program at Bentley University, is the former treasurer of the University of Massachusetts Foundation, and is a former member of the Finance Commission for the Town of Westwood. Steve previously has served as the Chairman of the Taxation Section of the Massachusetts Bar Association and has lectured and written on behalf of the MBA on numerous topics concerning tax and estate planning. He earned his Juris Doctor from Suffolk University School of Law, an LL.M. in Taxation from Boston University School of Law, and a Bachelor of Arts from the University of Massachusetts.
When not in the office, Steve enjoys skiing, biking, and swimming. He also participates in numerous Jimmy Fund events and enjoys visiting his two adult sons who live in Chicago.
Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Advisors awarded: nine Wealth Advisors for 2015; nineteen Wealth Advisors for 2016; twenty-two Wealth Advisors for 2017; and twenty-two Wealth Advisors for 2018, 2019, and twenty Wealth Advisors in 2020.
Published Insights
Financial Considerations During a Divorce
November 14, 2016
Do you have a family member or friend who is contemplating divorce? Putting all emotions aside, the legal aspect of divorce is essentially a business transaction involving the division...