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SOURCE The Colony Group, LLC
BOSTON, March 21, 2013 /PRNewswire/ -- Boston Magazine named six Colony Group Senior Financial Counselors to its recently published list of "Five Star Wealth Managers." Robert Glovsky, Cary Geller, Elisabeth Talbot, Denise Duffy, Peter Mitrano, and Ted Schiela were specifically recognized for their expertise and service excellence in the preparation and implementation of clients' financial plans.
"We are thrilled with our recognition as Five Star Wealth Managers because the nominees were chosen in part by a local community of high-net-worth clients," said Robert Glovsky, Vice Chair and Senior Financial Counselor. "This is the fourth time that members of our talented team have made this exclusive list, and we believe that our inclusion on the list reflects our pursuit of delivering the highest caliber of client service," added Michael Nathanson, President and Chief Executive Officer.
Boston Magazine and 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 19,000 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 nearly 17,000 potential consumers of wealth management services to uncover positive and negative experiences, which were also factored into the nomination process. From these select nominees, a panel chose the ultimate recipients, which make up less than 4% of wealth managers in the Boston area.
About The Colony Group, LLC
The Colony Group is an independent, fee-only, wealth management firm with over $2.5 billion in assets under management and offices in Boston, MA and Naples, FL. Since 1986, The Colony Group has provided busy corporate executives, professionals, high-net-worth individuals and families, and institutions with deep expertise that goes beyond investment management and encompasses a full suite of financial counseling services, including tax, estate, and retirement planning, asset allocation, risk management, and more.
CONTACT: Robert Whelan of The Colony Group, LLC, +1-617-723-8200, firstname.lastname@example.org
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