I provide financial counseling to high-net worth individuals and families to assist them in meeting their financial and life goals. The Colony Group is a solutions-oriented wealth management firm with a team of experienced professionals, including financial planners, analysts, portfolio managers, accountants and attorneys who are equipped to address all of our clients' financial needs, from asset allocation and investment management to tax, estate and retirement planning, charitable giving, risk management and more. Our team acts as our clients' financial quarterback, coordinating their financial lives and implementing customized and tailored plans so they can rest easy and spend their ti