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            Colony Wealth Advisors
          
                                      Awards
                                       
        2025 Best-In-State Wealth Management Teams List
          For the third consecutive year, Colony Wealth Advisors has been named Forbes Best-In-State Wealth Management Team
         
        2024 Best-In-State Wealth Management Teams List
          Colony Wealth Advisors has been named a Forbes 2024 Best-In-State Wealth Management Team
         
        2023 Best-In-State Wealth Management Teams List
          Colony Wealth Advisors has been named a Forbes 2023 Best-In-State Wealth Management Team
        Our Team
                          No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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                                                      Theodore P. Marohn, CLTC®, CRPC®
                        Senior Vice President/ Investments, Financial Advisor
                       
                                                      Carolyn Frzop
                        First Vice President/ Investments, Financial Advisor
                       
                                                      Arthur Falkowitz, AWMA
                        First Vice President / Wealth Management, Financial Advisor
                       
                                                      Jeffrey T. Went, CFP®
                        Financial Advisor
                       
                                                      Paul Orbon
                        Registered Private Client Associate
                      What We Do
                      No matter where you are in life – we’re here for you through every step of your financial journey.
                     
        Non-Profit Organizations
          Non-Profit Organizations
         
        Retirement Planning
          Retirement Planning
         
        Business Retirement Plans
          We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.
        Community Involvement
                          Colony Wealth Advisors supports the communities it serves.
                                       
        Out of the Darkness Walk
          Carolyn Frzop takes steps towards a brighter future.
         
        Breakfast At Tiffany's
          Breakfast at Tiffany & Co. with an economic and financial update from Jenny Harrington of Gilman Hill Asset Management
         
        Hopkins Vineyard Triathlon
          Carolyn Frzop of Colony Wealth Advisors participated in the Hopkins Vineyard Triathalon
        Events
                      Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
                     
        Recent Event: Year-End Planning: Tax and Estate
          As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
         
        Recent Event: A Medicare Primer
          Take control of your Medicare journey by joining Janney’s exclusive client webinar!
         
        Recent Event: Janney's Mid-Year Market Update
          What’s next for the economy and markets?
        Video Library
           
        Three Tips for Saving
          Simple changes to start saving money
        Recent Updates
                  Stay up-to-date and in-the know about every aspect of your financial picture.
                
                
                  October 06, 2025
                
                
                  
                                                        
                       
                    
                   
                    
                      
                  
                
              
                           
                    Keep More of What You Earn: Building a Tax-Smart Portfolio
                      By making tax-smart decisions about what you invest in and where you hold it, you can keep more of your money working for you. Here’s how to build a tax-smart portfolio.
                    
                
                  September 26, 2025
                
                
                  
                                                        
                       
                    
                   
                    
                      
                  
                
              
                          
                               
                    Year-End Planning: Tax and Estate
                      As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
In this exclusive webinar, Janney will explore changes under the new tax rules of the One Big Beautiful Bill Act (OBBBA), including:
Permanent changes to income and estate tax provisions
New and expanded tax deductions
Planning opportunities when addressing your taxes
We’ll break down the new tax landscape and planning strategies for your long-term financial goals. Don’t miss this opportunity to gain expert insight into the impact of the tax rules and how they affect you. Register today!
                    Research & Insights
                      Access our latest research and insights covering market news, financial planning topics, and more.
                     
        Behind The Name
          We're often asked how our team chose the name "Colony Wealth Advisors." We chose "Colony" to honor Frank O'Meara’s brother Ben, who was a world renowned, Hall of Fame rider and trainer...
         
        Looking Beyond the Abyss
          From February 19, 2020, through March 23, 2020, the stock market experienced a peak-to-trough 35.4% decline that left investors fearing there was no bottom in sight. Three trading sessions later, the S&P 500 had rebounded 20.31% before eventually rallying as much as 35.9% to within 12.3% of its all-time high.
         
        Again and a-Ghen: From Bronx Bombers to Bomb Lances
          This is the first article in a series of articles about exceptions to the rule, and they make me think of a quote attributed to Mark Twain, “History doesn’t repeat itself but it often rhymes.”
        Office Information
      
      
  
       
             
             
            