Coyote Wealth
Financial Advisor

Colony Group

Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated March 9, 2026.

Independent wealth advisory across the US

Boston, MAFounded 1986100-200 employees

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About Colony Group

Colony Group is a national fee-only RIA providing comprehensive wealth management, financial planning, and investment advisory services to high-net-worth individuals, families, and institutions through offices nationwide.

Services & Specialties

Services

Financial Planning
Tax Planning

Financial Advisor Specialties

Wealth Management
Investment Management
Estate Planning

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Clean Record

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Pricing

Fee-Only (AUM)

Industries

Financial Services
Healthcare
Technology & Software

States Served

Massachusetts
Florida
New York
Virginia
California

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