Strategy
Boston-Headquartered Wealth Management Firm Expands In Florida
Boston, MA-headquartered The Colony Group, an independent, fee-only wealth management firm, is expanding in Florida.
The firm has appointed Joseph Salvati - who has ten years of experience in the wealth management industry - as senior vice president in charge of the firm's Florida offices. He will be based primarily in Naples and West Palm Beach.
Additionally, the firm has brought in Jack Clark to work with Salvati in Naples.
The Colony Group also has offices in Massachusetts and some $3 billion in assets under management.