

Jay Lupica
Senior Wealth Advisor, Principal
The Colony Group
United States, Massachusetts, Hingham
About Me
Jay is a Senior Wealth Advisor and a Principal of The Colony Group. In addition to his law degree, he currently holds the professional designations of Certified Trust and Financial Advisor (CTFA) and the Accredited Estate Planner® (AEP®). Prior to joining The Colony Group in 2000, Jay was a practicing attorney for 20 years specializing in estate planning, real estate, and business transactional law. Jay now incorporates that expertise into comprehensive and integrated wealth strategies that include advanced estate and financial planning, philanthropy, and investment management services for high net worth individuals and families and help them build and realize a vision for their legacies.
Profile Information
Senior Wealth Advisor, Principal
The Colony Group
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Hingham
Massachusetts
United States
May 16, 2024
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