I am privileged to work with some of the wealthiest individuals and families in the world (and by wealthy it’s not always just about money you know!). Money is one of our means to access what we want out of life and can be a powerful translation of value. I work alongside our clients to build and ...more

I am privileged to work with some of the wealthiest individuals and families in the world (and by wealthy it’s not always just about money you know!). Money is one of our means to access what we want out of life and can be a powerful translation of value. I work alongside our clients to build and sustain financial structures and plans that reflect who they are and what they wish to achieve. Of course we utilize traditional investments, as well as non-traditional and alternative means within the design. Our team works hard to find the best in class providers to partner with our clients on many levels of solutions including legal, accounting, business, insurance and philanthropic planning. We continue the Bridgewater legacy as we merge with The Colony Group as two decades-old firms comprised of some of the best financial minds (and hearts!) in the industry have joined to become a national presence. I invite you to come experience how we can work with you to create a more easeful and meaningful structure for your financial well-being. The Colony Group team acts as our clients’ personal advocate along their personal and professional journeys, empowering them to live a life filled with meaning. We are a solutions-oriented financial advisory firm with a team of experienced professionals, including financial planners, analysts, portfolio managers, accountants, and attorneys, who are equipped to address all of our clients’ financial needs, from asset allocation and investment management to tax, estate, and retirement planning, charitable giving, risk management, and more.less