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The Colony Group

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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.

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1.29

Overall Excellence Rating

Industry

Financial Services

Category

Investment & Asset Management

ESG/Ethical Impact

At The Colony Group, our approach to wealth management is designed to help our clients achieve fulfillment and find meaning and joy in their lives. For many families and investors, their investment portfolio is a means to this end. A number of our clients have supported causes, charities, or organizations that are important to them, through donations, advocacy, or volunteerism. Increasingly, many clients want to align their investments with their values and combine both their financial and non-financial goals. We support these aspirations by providing a variety of investment solutions and thoughtful advice tailored to their unique goals.

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Awards Received

2023

Revenues

37100000.00

Website Traffic

Employee Rating

4.30

Customer Rating

Company Size

100-1000

ESG Risk Rating

3.00

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