This profile is unclaimed.
ClaimManaging beyond money.
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.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
250 - 999
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Locations
Concord, NH
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Year founded
Founded 1986
2 Locations
- Concord , NH
- New York , NY
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