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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Preston? Claim Your ProfilePreston Wong is a registered investment advisor representative with The Colony Group, LLC. Preston has been in the industry since 2014. Preston works out of the Newton, Massachusetts office of The Colony Group, LLC. Preston has passed the Uniform Investment Adviser Law Examination. Preston's areas of specialization include Asset Allocation, Retirement Planning, Insurance Planning, Estate Planning, Investment Strategies, Tax Planning, and College Savings. Preston has experience working with a variety of clients, including high-net-worth individuals, corporations, charities, and trusts. Preston's previous roles were with Windrose Advisors, Putnam Investments and Northeastern University.
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
02/06/2025 - Present
THE Colony Group, LLC (Newton MA)
Active
Inactive
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