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.
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.
Services
Colony Wealth Management was founded by Whit Story in 2001 in a small building in charming downtown Fitzgerald. Since 2016, Whit has worked alongside Danielle H Mitchell, Investment Professional, and together they have persevered through volatile market times and managed to procure multiple awards from their broker dealers for performance and production.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
We work together with our clients to hear their financial needs and goals to be met in order to create a personalized financial road map to fit their individual needs. At Colony Wealth Management, we know that unique situations arise so if you have something you would like to discuss, please give us a call today at (229) 423-2270.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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