Who We Are

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.

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

Frank O’Meara

In Memory Of

Awards

2023 Best-In-State Wealth Management Teams List

Colony Wealth Advisors has been named a Forbes 2023 Best-In-State Wealth Management Team

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

About Janney

With roots tracing back to 1832, the Financial Advisors of Janney Montgomery Scott LLC have continued to build their reputation for providing timely service and knowledgeable financial consultation to individual and institutional clients.