| Name | Title | Contact Details |
|---|---|---|
Amy Wood |
Senior Vice President, Human Resource | Profile |
Leif Hatlen |
Vice President of Financial Sales | Profile |
Sharan Williams |
Vice President Merchant Sales | Profile |
The Colony Group is the smart choice for building, managing and preserving your wealth. We help successful individuals and their families, busy corporate executives, entrepreneurs and business owners, athletes, entertainers, institutions, businesses and non-profit organizations across the nation to manage the many details of their wealth—delivering deep expertise that goes far beyond investment management. Our wealth management services encompass asset allocation, tax and estate planning, retirement planning, risk management, philanthropic and education planning, business management, business-transition planning, and life-enrichment solutions. We are a fiduciary wealth advisory firm, which means we offer objective advice and work in the best interest of our clients. We believe in a solutions-oriented, team approach that includes financial planners, analysts, accountants, attorneys and business professionals who are committed to integrating and implementing customized solutions for all of our clients` financial needs. By striving to provide the highest level of personal service from a deep bench of experienced financial professionals and adhering to the standards of fiduciary excellence, we build trusted, long-term relationships with our clients and provide the resources they seek in an increasingly complex world.
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Archer is a technology and services innovator for the investment management industry including institutional, private wealth and retail managers. Archer provides a fully integrated, secure cloud-based platform that simplifies the investment management process across channels allowing management firms to scale rapidly. Growth is supported with always up-to-date and accessible technology – nothing to install, maintain on servers, or to slow down a manager`s core business. Archer also uniquely offers selective operations outsourcing, providing managers the ability to control costs, gain flexibility and speed time to market. Selective outsourcing allows firms to choose services that fit their needs, so they can focus on delivering results.
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