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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Paul Wirig is a registered Investment Advisor Representative with The Colony Group, LLC. Jay is also registered with the state of California and Texas. Jay specializes in Financial Planning, Pension Consulting, Educational Seminars, Portfolio Management for Businesses and Individuals, and Portfolio Management for Pooled Investment Vehicles. Jay has experience with clients including High Net Worth Individuals, Insurance Companies, Charitable Organizations, Other Investment Advisers, Pension and Profit Sharing Plans, Corporations or other Businesses and Individuals other than High Net Worth Individuals. Jay has been in the industry since 2002. Jay has a Series 65 license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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MA
07/01/2024 - Present
THE Colony Group, LLC (BOSTON MA)
IA
Issued 09/07/2005
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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