The Colony Group provides wealth and business management services, including tax planning, family and legacy planning, business succession planning, institutional management and consulting.

The Colony Group

CapGroup Advisors

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.

For The Colony Group's Indrika Arnold, MSFP, CFP®, Senior Wealth Advisor and Principal, giving is a given. Read what drives her philanthropic involvement in her community in New Hampshire Charitable Foundation's recent feature. Click to view more: https://lnkd.in/eT4TP_Ae #philanthropy #communityinvolvement #nhcharitablefoundation

After several delays, the IRS has issued final regulations with respect to required minimum distributions (RMDs) on inherited IRAs. The Colony Group’s Sean Kelly, Director, Tax Services shares what you need to know before this regulation becomes effective in 2025. #tax #taxpayers #beneficiaries #cash

How are your finances affected by divorce? TCG’s Kristina Kadeli Saunders, CIMA®, CFP®, and Susan Miller discuss what could be considered “mistakes” if you don’t address these. #budgeting #assets #divorce

Tune in now. https://lnkd.in/ejDzfe9C

In this episode of Seeking the Extraordinary, sponsored by Her Wealth, The Colony Group’s Dawn Doebler MBA, CPA (MD), CFP®, CDFA™ interviews colleague Indrika Arnold, MSFP, CFP®, who is no stranger to stepping out of her comfort zone. Click below to listen as Indrika shares her story, "Turning Challenges into Confidence." #podcast #herwealth  #STE #womeninfinance #seekingtheextraordinary 
Full episode here: https://lnkd.in/eVmiKSi9

Are you a young professional looking to secure your financial future? It’s never too early to start saving for retirement! TCG's Research Associate, Cassidy Orr shares strategies to set you on the path to financial independence. Start planning for your retirement early and watch your savings grow! #retirementplanning #financialindependence #smartsavings #yourwealth #financialplanning

Sharing some snapshots from The Investment Diversity Exchange's SPARK event where our colleague Jonathan Lee, Managing Director and Senior Portfolio Manager participated in a panel discussion on private wealth investing in alternatives. #investmentdiversity #wealthmanagement #eventhighlights

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The Colony Group