Stephen Sadler

Stephen Sadler Email and Phone Number

Managing Director and Senior Financial Counselor @ The Colony Group
Boston, MA, US
Stephen Sadler's Location
Boston, Massachusetts, United States, United States
Stephen Sadler's Contact Details

Stephen Sadler work email

Stephen Sadler personal email

n/a
About Stephen Sadler

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.

Stephen Sadler's Current Company Details
The Colony Group

The Colony Group

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Managing Director and Senior Financial Counselor
Boston, MA, US
Website:
buckinghamstrategicpartners.com
Employees:
123
Stephen Sadler Work Experience Details
  • The Colony Group
    Managing Director And Senior Financial Counselor
    The Colony Group
    Boston, Ma, Us
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  • The Colony Group
    Managing Director & Senior Financial Counselor
    The Colony Group 1989 - Present
    Greater Boston Area
    For over 25 years I have served our clients, including legacy clients, to achieve their goals by providing personalized and comprehensive wealth management strategies for high net worth individuals, corporate executives, and organizations. I work with a team to assess our clients’ needs and prepare a financial road map based on the holistic services we offer. I communicate regularly with our clients, ensuring that the entire plan is implemented, and adjust the plan accordingly for changes in personal financial goals, market conditions, and other impactful events.
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Stephen Sadler Skills

Investments Financial Planning Tax Asset Management Portfolio Management Wealth Management Asset Wealth Retirement High Net Worth Individuals

Stephen Sadler Education Details

Frequently Asked Questions about Stephen Sadler

What company does Stephen Sadler work for?

Stephen Sadler works for The Colony Group

What is Stephen Sadler's role at the current company?

Stephen Sadler's current role is Managing Director and Senior Financial Counselor.

What is Stephen Sadler's email address?

Stephen Sadler's email address is ss****@****oup.com

What is Stephen Sadler's direct phone number?

Stephen Sadler's direct phone number is +161772*****

What schools did Stephen Sadler attend?

Stephen Sadler attended Boston University School Of Law, Suffolk University Law School.

What skills is Stephen Sadler known for?

Stephen Sadler has skills like Investments, Financial Planning, Tax, Asset Management, Portfolio Management, Wealth Management, Asset, Wealth, Retirement, High Net Worth Individuals.

Who are Stephen Sadler's colleagues?

Stephen Sadler's colleagues are Lia Billups, Joseph Fulco Jr., Michael Ozburn, Cfp®, Steve Ncginnis, Kayleen Nguyen, Angela Thompson Stover, Cfp®, Carter Schmid.

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