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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.
August 03, 2026
Introducing Tax Overlay Management
Take a more tax-aware approach with Janney’s Tax Overlay, an optional service for eligible U.S. taxable accounts seeking opportunities to help manage the potential impact of taxes.
August 03, 2026
We are excited to welcome Lyla Buscemi to Colony Wealth Advisors! A recent graduate of the University of South Carolina's Darla Moore School of Business, Lyla earned a double major in Finance, and Risk Management & Insurance. After completing two successful summer internships with us, she was excited to return full-time and join Colony Wealth Advisors.
In her free time, Lyla enjoys working out, cooking, spending time at the beach, traveling, and being with family, friends, and her two dogs.
Please join us in welcoming Lyla to the Colony Wealth Advisors! We know you'll enjoy getting to know her.
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.”
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
