Jennifer Stevens

Associate Wealth Advisor at The Colony Group - Boston, MA, US

Jennifer Stevens's Colleagues at The Colony Group
Sarah Kyle

Client Service Associate

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Jack Clark

Vice President & Senior Wealth Advisor

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Jacques Elmaleh

Principal at The Colony Group | Director of Research | Senior Portfolio Manager

Contact Jacques Elmaleh

Tara Elmaleh

Managing Director of Finance

Contact Tara Elmaleh

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Jennifer Stevens's Contact Details
HQ
303-592-4282
Location
Washington, District of Columbia, United States
Company
The Colony Group
Jennifer Stevens'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 Jennifer Stevens
Jennifer Stevens currently works for The Colony Group.
Jennifer Stevens's role at The Colony Group is Associate Wealth Advisor.
Jennifer Stevens's email address is ***@thecolonygroup.com. To view Jennifer Stevens's full email address, please signup to ConnectPlex.
Jennifer Stevens works in the Financial Services industry.
Jennifer Stevens's colleagues at The Colony Group are Sarah Kyle, Jason Greenberg, Jack Clark, Brittany Garber, Michael Elzahr, Jacques Elmaleh, Tara Elmaleh and others.
Jennifer Stevens's phone number is 303-592-4282
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