We are excited to join our friends and colleagues at The Colony Group! Together, we are a stronger team with complementary capabilities to help our clients find meaning and joy in their lives. Our personal relationships with our clients will remain the foundation and future of our firm - Welcome to our new home!
As it unfolds, the plot will change – people will come and go and time will march on. Our clients come to us with a variety of needs, questions, and challenges –transitioning ownership of a business, sustaining a comfortable lifestyle in retirement, and managing an inheritance to name just a few.
It's never too early to start planning for life after the sale of your business. Your Next Adventure will prepare you for a future filled with potential, purpose, and satisfaction for you and those you care about.
It's never too early to start planning for life after the sale of your business.
Learn MoreThe Colony Group specializes in wealth and investment management services, business transition planning, and for those who have achieved significant wealth, we offer family office services. Other services also include: tax and estate planning, philanthropic planning, risk management, education planning, business management, and dispute resolution services.
We believe in promoting family continuity, educating family members about financial matters, and managing the “business of the family,” while protecting and growing assets.
We help our clients position themselves to attain life goals, as well as financial objectives – while maintaining a sustained, comfortable lifestyle for you and your loved ones.
We will help you write the next chapter in your life’s story.
Ten years ago, where you thought you'd be today may be a far cry from where you are, or you may be precisely on target. The point is, all narratives evolve in their own unique way. No two are the same.
Yours may comprise a large cast of characters – spouse, family and close friends, business partners – and include many plot twists and turns. You may be the leader of a family business, the beneficiary of an estate, or a corporate executive. We recognize that your history, your goals and dreams for the future, are unique and personal, and because we are independent, we are free to help write the story that truly reflects your goals.
Perhaps your grandparents founded a business and passed it to your parents, who later transitioned it to you. You’ve grown the business and achieved success, and now you’re considering what’s next. Our team of professionals has the expertise to help you confidently transition your business and turn the page to your next adventure.
Or maybe you’ve reached the point in life where your children have graduated and married. You delight in your grandchildren, and begin to imagine life in retirement. How will you share your hard-earned wealth with your family, and who will you trust to manage it to realize the life you envision?
Perhaps you’ve inherited wealth from a loved one, and you’re not sure what to do. Your dream is to live comfortably, travel and support the causes that you are passionate about in a meaningful way. We understand. We’re passionate, too – about helping our clients define and reach their goals, about our team and our families, and about our community.
Regardless of the catalyst that led you to us, we listen closely to understand how you define success and create a financial strategy to help you flourish financially as you continue life’s adventure.
Many are anticipated and joyous, some are not. Planning is essential, but discussing family matters can be daunting to even the most harmonious family because money and emotions go hand-in-hand.
The Colony Group helps you navigate the 'human' side of wealth management. Family relationships are at the core of financial goal-setting, and we help our clients to craft strategies around their common family values and goals.
And The Colony Group can help you write the next chapter in your life story.
We offer wealth management and family office services to discerning clients throughout the country, and help business owners transition their companies to the next generation or third parties. But more than that, we invest in your family – we learn who you are, what your financial goals and life dreams are. Your prosperity is our passion and our ultimate goal. As your life story unfolds, you will find us right there with you.
We invite you to explore our website to learn more about our team and our services, and we invite you to call us at 603-224-6994 to discuss your specific needs and questions. We look forward to speaking with you.
Our investment expertise is at the core of our objective services.
Family business transition planning is essential, but can be intimidating.
You’ve earned the privilege to spend time creating special moments to deepen and enrich your family’s story.