Brad Levin

Managing Director at The Colony Group - Boston, MA, US

Brad Levin's Colleagues at The Colony Group
Pam Malek

Managing Director

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Craig Jones

Managing Director, Rocky Mountain Region Co - President, Colony Sports and Entertainment

Contact Craig Jones

Ian Barclay

Managing Director, Senior Wealth Advisor

Contact Ian Barclay

Ryan Rudzinski

Baltimore Area - Director of Finance

Contact Ryan Rudzinski

Steve Schuler

managing director and senior wealth advisor

Contact Steve Schuler

Paul Shapero

Director of Family Office

Contact Paul Shapero

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Brad Levin's Contact Details
HQ
303-592-4282
Location
Company
The Colony Group
Brad Levin's Company Details
The Colony Group logo, The Colony Group contact details

The Colony Group

Boston, MA, US • 250 - 499 Employees
Financial Services

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.

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
Details about The Colony Group
Frequently Asked Questions about Brad Levin
Brad Levin currently works for The Colony Group.
Brad Levin's role at The Colony Group is Managing Director.
Brad Levin's email address is ***@thecolonygroup.com. To view Brad Levin's full email address, please signup to ConnectPlex.
Brad Levin works in the Financial Services industry.
Brad Levin's colleagues at The Colony Group are Ginny Davis, Pam Malek, Craig Jones, Ian Barclay, Ryan Rudzinski, Steve Schuler, Paul Shapero and others.
Brad Levin's phone number is ["+18189957733"]
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