Stephen Sadler Email & Phone Number

For over 25 years, I have advised high net worth individuals and families, corporate executives and retirees in all areas of comprehensive wealth management at The Colony Group. The Colony Group team acts as our clients’ personal advocate along their personal and professional journeys, empowering them to live a life filled with meaning. We are a solutions-oriented financial advisory firm with a team of experienced professionals, including financial planners, analysts, portfolio managers, accountants, and attorneys, who are equipped to address all of our clients’ financial needs, from asset allocation and investment management to tax, estate, and retirement planning, charitable giving, risk management, and more. I lead a team who helps our clients prepare a financial roadmap after assessing their needs and goals, and then implement the entirety of it, adjusting for changes in their goals, market conditions, and other life circumstances.In my free time, I serve on the Board of Directors of the National Brain Tumor Society and I enjoy skiing, biking, swimming and visiting my two sons who live in Chicago.

Listed skills include Investments, Financial Planning, Tax, Asset Management, and 6 others.