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(617) 723-8200Call Visit WebsiteVisit Website Map & DirectionsDirections199 State StBoston, MA 02109 Write a ReviewWrite Review

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Neighborhoods

North End, Waterfront, Downtown Boston, Financial District

AKA

The Colony Group Inc

The Colony Group

Other Link

http://thecolonygroup.com

Categories

Financial Services, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Insurance, Investment Advisory Service, Investment Management, Mutual Funds, Payroll Service, Retirement Planning Services, Tax Return Preparation

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Phone: (617) 723-8200

Address: 199 State St, Boston, MA 02109

Website: http://thecolonygroup.com

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Colonygroupincthe

Tax Planning
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Charitable Giving
With our guidance, you can create gifting and estate strategies through which your legacy will live on long after you’re gone. Working with your attorney, we’ll illustrate charitable gifting options and vehicles available to you while taking advantage of tax efficiencies when possible.
Estate Taxes
IRS Representation
Our tax professionals work proactively year-round with business and non-profit organizations identifying key tax planning opportunities that help minimize taxes today and in the future. We provide tax planning and return preparation, domestic and international tax planning, local and multi-state tax compliance, and IRS and state audit representation.
Tax Services
As the Managing Director of Tax Services at The Colony Group, Justin leads a team that prepares over 3,000 individual, trust, entity, and foundation tax returns annually. Justin...
Roth IRA
" Roth IRAs can offer tax savings, but many high income earners think they don't qualify for one. Think again!
Tax Deductions
Income Tax
" Most post-divorce life changes correlate to a change in some aspect of your income taxes. Look for these common triggers
Capital Gains Taxes
The large concentrated stock position they still hold from the business sale has created enormous investment risk for the family. However, selling the stock will create a huge capital gains tax. Having two homes could also create income and estate tax issues. They need a wealth management plan that’s integrated with their investment, tax and estate plans.

Investment Management
The Colony Group’s extensive investment management team has decades of experience dedicated to research, analysis, and portfolio management. We integrate leading industry expertise with our extensive analysis and due diligence to determine the best allocation and manager line-up for your plan. The result is a customized, well-defined menu of investment options specifically designed to support your priorities.
Mutual Funds
While all investors face the same capital markets, each has their own unique goals, circumstances, and preferences. Whether you prefer individual securities, ETFs, mutual funds or private strategies, we have developed an enhanced open architecture platform that provides you our best ideas for
Wealth Management
Creating an enduring wealth management plan for you and your family encompasses more than managing money. It’s not an event. It goes well beyond performance and requires an ongoing relationship and a focus across your entire life. Only a team of talented financial professionals who know you and are invested in your success can assist in protecting and preserving your wealth.

Accounting Services
Our business management team has provided business management and tour accounting services to some of the world’s largest grossing concert tours for over three decades. Artists, management and agents have come to rely on our timely advice and accurate reporting.
Payroll Services
We’ve lived on tour buses, been in-and-out of hotel rooms, and have a deep understanding of entertainers that travel for months at a time – personally and financially. That background allows us to shape sophisticated tour budgets, review complex settlements, and quickly reconcile road floats. We work quickly and accurately on accounting for multi-leg tours, income collection, multi-state payroll services and vendor negotiations – all to keep you doing what you do best.

Financial Planning
As an attorney, physician, or other accomplished professional, you have worked hard to build your expertise, your career, and the value of your time. You juggle a busy career with the needs of your family, profession, and community with precious spare time to address your personal financial planning needs. For over 30 years, we have helped professionals gain control over their finances with the goal to create lasting wealth.
Retirement Planning
" LISTEN NOW: Couples who have age gaps have special retirement planning challenges. Here's what they need to consider.
Annuities
In general, the advice for maximizing benefits received is to wait until at least your FRA, if not to age 70. This may not be the case for every individual, with Social Security benefits being just one piece of your financial picture in retirement. When making the decision, you should consider other sources of retirement income, such as pensions or annuities.
Long Term Care
Asset Management
As the Chief Investment Strategist and a Principal of The Colony Group, Jason is an investment professional with a focus on asset allocation, portfolio construction, and third-party manager selection. In his role, he is an important resource for our clients and wealth advisors, assisting them in developing portfolios designed...
Gifting Strategies
Jim is an experienced investment professional who consults with families on inter-generational gifting strategies, family wealth education, governance, and philanthropy. He has extensive...
College Funding
As you build wealth we help you with sophisticated tax planning and asset protection; healthcare, succession and education planning; charitable giving and help to plan for post-career transition.
Asset Protection

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