Broker Check

Welcome to Colony Wealth Management!

Welcome, I’m Whit Story, a Financial Advisor at Colony Wealth Management in Fitzgerald, GA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, rolling over an old 401k, college planning for your children, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (229) 423-2270.

Check out the backgrounds of these investment professionals on FINRA's BrokerCheck.

Helpful Content

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.