People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

"Knowing that not everything that can be counted matters, and that not everything that matters can be counted, allows us to bring personal meaning to the financial planning that we do."

Wayne Zussman, MBA, CFP®, ADFA®

Senior Wealth Advisor

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Wayne is a Senior Wealth Advisor and Principal of The Colony Group.  With over twenty years of experience in personal wealth management, Wayne advises individuals, families, estates and small business owners on a range of financial, investment, and tax matters. His primary objective is to understand both the financial and personal goals of each client while developing on-going strategies appropriate to those goals and current market conditions.

Wayne has appeared on CNN’s “Your Money” and has been featured in many national and local publications including the Wall Street Journal, USA Today, The Washington Post, Reuters and Investment News.

Wayne was a Senior Wealth Advisor and Partner at Bridgewater Wealth & Financial Management prior to merging with The Colony Group. He was also the President of Triton Wealth Management, a firm he founded in 2001. Wayne has met the education and experience requirements of the CERTIFIED FINANCIAL PLANNER™ professional and also holds the Advanced Divorce Financial Analyst® (ADFA) certification.

Wayne earned his Master of Business Administration from Pace University and a Bachelor of Science in Accounting from the State University of New York. He is an active member of the Financial Planning Association (FPA) and the Institute for Divorce Financial Analysts (IDFA).

When not in the office, Wayne is active in his community coaching for Special Olympics and is a founding board member and Treasurer of Talisman Therapeutic Riding, Inc. He also enjoys spending time with his family and is an avid photographer.