The Colony Group
The Colony Group is a nationally recognized independent wealth advisory and business management firm based in the United States, founded in 1986. It serves a diverse clientele, including corporate clients, high net worth individuals, charitable organizations, and other institutions. The firm specializes in providing a range of services, such as investment advisory, wealth management, tax planning, family and legacy planning, business succession, and institutional management. By leveraging its expertise, The Colony Group aims to empower its clients and provide peace of mind as they navigate an increasingly complex financial landscape. With offices nationwide, the firm is dedicated to helping families, executives, business owners, and entrepreneurs achieve their financial goals and secure their futures.
Top Stages
4 past transactions
Cooper Lapman
Acquisition in 2022
Cooper Lapman is a wealth management firm that specializes in providing financial planning and investment management services to high-net-worth individuals and families. The company is committed to building and maintaining long-term relationships with its clients by respecting their unique values and financial goals. By creating individualized portfolios, Cooper Lapman aims to deliver tailored investment expertise that aligns with each client's specific needs, fostering a personalized approach to wealth management.
Derby
Acquisition in 2021
Derby & Co, established in 1987 and based in Massachusetts, focuses on supporting successful entrepreneurs and professionals as they manage transitions in their business and personal lives. The firm specializes in identifying investment opportunities in small to medium-sized companies across the United States, helping clients navigate changes effectively. Through its commitment to understanding the unique needs of its clientele, Derby & Co aims to provide tailored solutions that foster growth and stability in both business and personal endeavors.
Legacy Wealth Partners
Acquisition in 2021
Legacy Wealth Partners is a financial advisory firm dedicated to assisting high-net-worth individuals and families in aligning their wealth with their long-term visions. The company offers a comprehensive range of services, including retirement planning, investment management, tax planning, risk management, estate planning, and business planning. By focusing on these key areas, Legacy Wealth Partners aims to enhance the financial well-being of its clients, ultimately enabling them to lead healthier and more fulfilling lives with reduced stress and greater peace of mind.
New Providence Asset Management
Acquisition in 2021
New Providence Asset Management LLC is an employee-owned investment manager based in New York, established in 2003. The firm primarily serves high net worth individuals, endowments, foundations, and select families by providing integrated investment office solutions. New Providence focuses on preserving and enhancing clients' financial capital through a range of investment strategies, including separate client-focused portfolios in equity, fixed income, and balanced assets, as well as managing Funds of Hedge Funds. The firm aims to assist clients in achieving their long-term financial goals by investing through outside managers. New Providence Asset Management was acquired by The Colony Group as of July 1, 2021, and operates as a Registered Investment Adviser.
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