The Colony Group

Closed
Call
Website

Photos

201 Washington St Ste 11
Boston, MA 02108
+1 (617) 723-8200
https://www.thecolonygroup.com
Founded in 1986, The Colony Group is an investment advisory company, which serves individuals, corporate clients, profit-sharing plans, charitable organizations and other institutions. Based in Boston, Mass., it provides investment management services with personalized investment strategies, individual equity portfolios, fixed-income portfolios, mutual fund portfolios, access to alternative investments and more. The company offers a wealth management plan, which includes investment planning, asset allocation, retirement planning, tax planning, estate planning, gifting strategies and risk management. The Colony Group also organizes financial counseling and educational seminars for executives. The firm has partnership with Sadler, Nathanson & Lupica, LLP. It is a winner of the Winner of the 2010 Best-in-Business IMPACT Award.

Also at this address

Own this business?
See a problem?

You might also like

Services, nec, nec

Feenan Financial Group

At Feenan Financial Group, we help our clients make prudent, confident decisions in the pursuit of true financial independence and a sound financial lifestyle throughout every stage of their lives. We offer comprehensive financial planning, wealth management, and tax planning services to discerning individuals, families, and small business owners throughout Greater Boston, New England, and nation wide. Through our holistic planning process, we develop personalized strategies based on our clients' individual needs and goals. We serve as our clients’ personal "CFO," adviser, coach and partner in the pursuit of their individual financial goals.
Finer Wealth Management
Accounting services, except auditing, Business services, nec, nec, Financial consultant

Finer Wealth Management

There are many aspects of your financial picture that must be aligned to achieve your desired level of success. At Finer Wealth Management, we call this your Circle of Gold™. We help you to understand your Circle of Gold™ by gathering facts and setting your goals in order to create your personalized, integrated investment and financial plan. Based on your information, this process may include a discussion of allocation and possible re-allocation. From then on, we work with you every step of the way, making any necessary adjustments to secure your financial future. Finer Wealth Management also provides a quarterly portfolio review to ensure that your Circle of Gold™ receives the best possible results each and every time.
Cabot Wealth Management
Business services, nec, nec, Financial consultant, Stock exchanges

Cabot Wealth Management

Welcome to Cabot Wealth Management. We have been preserving and building wealth since 1983. Our private wealth management firm operates on three core principles: We work for you. We educate you about solutions, not products. We are fiduciaries, keeping only your best interests in mind. They may seem simple, but these principles guide our every move. If market volatility suggests anything, it is that you need a trusted advisor who sits on the same side of the table as you.
United States›Massachusetts›Boston›The Colony Group

Partial Data by Infogroup (c) 2025. All rights reserved.