The Colony Group

Financial Services - Boston, MA, US

The Colony Group Employees
Rod Macdonald

Managing Director & Senior Wealth Manager

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Brian Katz

Chief Investment Officer

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Heather Anthony

Senior Manager of Tax Services

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Michael Higgins

Manager of Tax & Financial Planning

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Edward Miller

senior research analyst and portfolio manager

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The Colony Group Senior Management
Rod Macdonald

Managing Director & Senior Wealth Manager

Contact Rod Macdonald

Steve Schuler

managing director and senior wealth advisor

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Seth Hieken

portfolio manager and managing director

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Michael Haber

managing director of colony wealth management || principal and senior financial counselor

Contact Michael Haber

Nadine Gordon Lee

Managing Director & President, Colony Family Office

Contact Nadine Gordon Lee

Max Haspel

Co-President, Business Owner Services & Senior Wealth Advisor

Contact Max Haspel

Michael Haber JD

Managing Director of Colony Wealth Management | Principal & Senior Financial Counselor

Contact Michael Haber JD

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The Colony Group Details

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, fee-only 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.

The Colony Group logo, The Colony Group contact details
Employees: 250 - 499
HQ: 303-592-4282
Location: Boston, MA, US
Revenue: 20 - 50 Million
Wealth Management Investment Management Financial Counseling 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 Institutional Financial Services Financial Advisory Services Investment Banking Asset Management Finance
The Colony Group Technologies
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