Colonial Wealth Management, Inc. is a boutique financial consulting firm located in Boston. We provide high-net-worth individuals and families with comprehensive, holistic wealth management services. In delivering unbiased advice with tailored recommendations, clients reduce time spent overseeing their affairs and dealing with a multitude of advisors. Through sophisticated financial planning, asset manager selection, portfolio construction and risk management, our team helps bring organization, structure and peace of mind to our clients.

We invite you to discover the value that experience, personal service, and unbiased, independent advice can bring to you and your family.

Click here to view a 3-minute Flash video describing our unique wealth management system.