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Boston-Headquartered Wealth Management Firm Expands In Florida

Natasha Taghavi

2 October 2013

Boston, MA-headquartered , 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.