advisors

Lori B. Deane JD, Senior Wealth Advisor The Colony Group

As a Senior Wealth Advisor at The Colony Group, Lori counsels high net worth individuals and families by providing them with individualized wealth management plans focused on tax-efficiency. She uses her expertise in estate planning to create strategies to meet the unique needs of her clients.

 

Before joining The Colony Group, Lori was a Senior Staff Attorney with G.W. & Wade, Inc., where she provided financial counseling and tax services to high net worth individuals.  She earned her Juris Doctor from Western New England University School of Law and a Bachelor of Arts from Assumption College. Lori is admitted to practice law in the Commonwealth of Massachusetts.

Why do many wealthy families fail to pass on a lasting legacy to their future generations?

At a Glance

  • 2 Atlantic Avenue, Boston, MA 02110

  • Association Member MA Bar Association
  • Education

    Juris Doctor, Western New England University School of Law
    Bachelor of Arts, Assumption College

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