Who We Are
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
First Vice President/ Investments, Financial Advisor
Arthur Falkowitz, AWMA
First Vice President / Wealth Management, Financial Advisor
Jeffrey T. Went, CFP®
In Memory Of
Colony Wealth Advisors supports the communities it serves.
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
CEE Visionary Award Dinner
Council for Economic Education’s 2019 Visionary Award benefit dinner October 23
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.