Colony Wealth Advisors helps clients succeed over the long term. Our core values are integrity, stewardship, and focus—all for the benefit of our clients.
We protect and grow the legacy of multi-generational families with our family office services. Our client-focused approach helps the families we work with build a financial plan with specific goals in mind and, over time as priorities shift, to reassess your plan to provide for the best possible outcomes for you and your family members. This approach truly allows us to understand the big picture and distill what matters most. We help clients plan for a successful transfer of wealth with the goal of ensuring your beneficiaries receive the knowledge and tools they need to thrive.
We can help you think through your family legacy, provide resources to help you plan, and facilitate family engagements for families concerned about transferring wealth.
When our clients join us, they gain access to advice, planning and consultation, all with them as the focus. In doing such, each of us has spent the vast majority of our careers here at Janney providing provide high quality service, while offering advice and executing financial solutions for every stage of life.
Members of our team operate out of 3 office locations, including:
888 Veterans Memorial Hwy
Hauppauge, NY 11788
1001 Franklin Ave.
Garden City, NY 11530
800 Post Road
Darien, CT 06820