BOSTON, Feb. 3, 2015 /PRNewswire/ -- Nine financial counselors at The Colony Group have been named in the 2015 list of "Five Star Wealth Managers," comprised by Five Star Professional and published in the February issue of Boston Magazine. Denise Duffy, Cary Geller, Robert Glovsky, John Keller, Jay Lupica, Roderick Macdonald, Peter Mitrano, Ted Schiela, and Elisabeth Talbot were all recognized for their expertise and service excellence in the preparation and implementation of clients' financial plans. This recognition follows The Colony Group's recent ranking in WealthManagement.com's 2014 Top 100 RIAs list, which ranks advisory firms based on their total assets under management.
"We are thrilled that members of our talented team are again included among the list of Five Star Wealth Managers, reflecting our continued pursuit of excellence on behalf of our clients," said Michael Nathanson, President and Chief Executive Officer. "This recognition holds especially high value for us, as it was shared by such a large number of our financial counselors," added Robert Glovsky, Vice Chair of The Colony Group.
Five Star Professional conducted extensive research looking to find wealth managers, CPAs, and estate planning attorneys that have a proven record of excellence in client service. The list of Five Star Wealth Managers was compiled from more than 15,000 wealth managers, CPAs, and estate planning attorneys in the Boston area, with nominees selected on 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Five Star Professional also contacted potential consumers of wealth management services to uncover positive and negative experiences, which also were factored into the nomination process. From these select nominees, a panel chose the ultimate recipients, which make up less than 6% of wealth managers in the Boston area.
WealthManagement.com ranks the firms on its list of Top 100 RIAs by total assets under management. The firms must have at least 10 percent high-net-worth clients and at least 10 percent non-high-net-worth clients for whom they do financial planning; and institutional clients must not make up a substantial portion of their businesses. None of the RIAs on the list operate a broker/dealer or bank, or is affiliated with an investment company; and none of the firms are owned by banks.
About The Colony Group, LLC
The Colony Group is an independent, fee-only, wealth management firm with approximately $3.85 billion in assets under management and offices in Massachusetts, New York, and Florida. Founded in 1986, The Colony Group, with over 70 employees, provides high-net-worth individuals and families, corporate executives, professionals, and institutions with deep expertise that goes beyond investment management and also encompasses the full suite of financial counseling services, including tax, estate, retirement, and philanthropic planning, asset allocation, and cash and risk management. For more information, please visit www.thecolonygroup.com.
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CONTACT: Rachel Cambio, 1-617-723-8200
SOURCE The Colony Group, LLC
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