![]() "I have gotten to know Colony's deep bench of professionals over many years," shared Mr. Gus Gerulskis founded Capital Advisors in 2003 and has grown it over the years, together with his colleagues. ![]() "Colony will be strategically located in five offices across Massachusetts, making it even more convenient for high-net-worth families to access our wealth management and tax services."Ĭolony's presence in Massachusetts has been recognized by the Boston Business Journal, where it has frequently been named among the Largest Independent Investment Advisers in the area beginning in 2008. "We have known Gus for many years, and are delighted that he and his colleagues will join the Colony team," said Michael Nathanson, Chair and CEO of The Colony Group. 29, 2021 /PRNewswire/ - The Colony Group ("Colony"), a national, award-winning financial advisory, wealth, and business management firm that manages over $13 billion in regulatory assets under management as of April 2021, announced an agreement for a strategic transaction with wealth management firm Capital Advisors, LLC ("Capital Advisors") based in Southborough, MA. Colony will have 19 offices nationally with over 300 team members upon closing the transaction, which is expected to occur later this year, subject to customary closing conditions.
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