Zi Wang

Director at The Colony Group - Boston, MA, US

Zi Wang's Colleagues at The Colony Group
Bill Tinklepaugh

Director of Business Development

Contact Bill Tinklepaugh

Heather Anthony

Senior Manager of Tax Services

Contact Heather Anthony

Michael Higgins

Manager of Tax & Financial Planning

Contact Michael Higgins

Edward Miller

senior research analyst and portfolio manager

Contact Edward Miller

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Zi Wang's Contact Details
HQ
303-592-4282
Location
Company
The Colony Group
Zi Wang'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 Zi Wang
Zi Wang currently works for The Colony Group.
Zi Wang's role at The Colony Group is Director.
Zi Wang's email address is ***@thecolonygroup.com. To view Zi Wang's full email address, please signup to ConnectPlex.
Zi Wang works in the Financial Services industry.
Zi Wang's colleagues at The Colony Group are Bill Tinklepaugh, Diana Acevedo, John Schott, Heather Anthony, Elizabeth Nadeau, Michael Higgins, Edward Miller and others.
Zi Wang's phone number is 303-592-4282
See more information about Zi Wang