As a privately held independent firm, we are focused solely on serving our client families. We sit on the same side of the table as our clients and ensure their interests are being served. We deliver an unrivaled client experience in an era of constant change.

At Colony, our belief is that there is no greater responsibility or privilege than stewarding financial matters for our clients.  Protecting and growing wealth is serious business.  We must earn the trust of our families every day.

We are intellectually curious and have an innate desire to serve our families well.   Colony encourages creativity and forward thinking.  Our advisors work as a team to collaborate, innovate, and deliver on our promises.  The following core values guide our actions and define our culture.

  • Integrity
  • Humility
  • Excellence
  • Teamwork
  • Accountability