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The Colony Group

Financial Services

Specialities :
Wealth management
Investment management
Corporate-sponsored financial counseling
Retirement planning
Tax planning

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
201 - 500
About Us
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Frequently Asked Questions About The Colony Group

What does The colony group do?+

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 wealthdelivering 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...

What are The colony group's specialties? +

Wealth management,investment management,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,and institutional

What is The colony group's industry? +

The colony group operates in the Financial services industry.

What is The colony group's revenue? +

The colony group's revenue is 11m - 100m

What is The colony group's company size? +

The colony group has 201 - 500 employees.

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