Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
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Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
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Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
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Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
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Entertainers
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Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
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Business Management
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Athletes
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Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
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Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
-
Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
-
Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
-
Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
-
Entertainers
-
Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
-
Business Management
-
Athletes
-
Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
-
Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Focus Areas
Investment Strategies
Retirement Planning
Coaching
Client Specialty
Executives
Professionals
Retirees
Community
Talisman Therapeutic Riding, Treasurer; Tidewater Camera Club, Advisory Committee Member; Friends of Blackwater Wildlife National Refuge, Member
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.
Published Insights
In The News
COVID-19 hits college savings plans
May 13, 2020
What should you do if your 529 if affected by the COVID-19 crisis? Wayne Zussman of The Colony Group says, “I am advising my younger clients who usually contribute toward year end to make their annual contributions now, and even consider making two years of contributions to take advantage of the market declines.”