Colony Wealth Management was founded by Whit Story in 2001 in a small building in charming downtown Fitzgerald. From the beginning, Whit has worked aside longtime office administrator Brenda Massee, and together they have persevered through volatile market times and managed to procure multiple awards from their broker dealers for performance and production.
“Colony Wealth was built on the belief system of doing what is best for our clients. We work together to create a personalized plan that is a roadmap to their financial goals.” -Whit Story
We begin our process by having a face to face meeting to discuss your financial situation and your investment principles. Once we spend some time getting to know each potential client, we can then create a strategy for your life style and retirement goals.
If you’re just getting started or ready to roll over your 401k, contact Colony Wealth Management to start your road to retirement today.