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"A Goal Without a Plan Is Just a Wish"
-Antoine de Saint-Exupery

Our Services

Colburn Wealth Management provides wealth management and financial goal planning services customized to meet your specific needs. Using industry leading software and resources, CWM provides the following:

  • Comprehensive Financial Planning - CWM will construct a comprehensive plan based on your individual risk tolerance, financial goals, resources, and time horizon. Current assets, future contributions, estimated social security income, etc are taken into consideration to determine the likelihood of meeting your stated financial goals and specific recommendations are then provided to assist the client with better meeting these goals.
  • Portfolio Management Services - This offering includes the Comprehensive Financial Planning service as outlined above plus ongoing wealth management in a diversified investment portfolio designed to preserve and grow your wealth. Our custom asset management portfolios are based on client need and financial objectives.
  • Small Business Wealth Management - Small business owners have specific financial needs which CWM is equipped to service.  Whether it be providing investment management services to the owners, establishment of savings plans for employees, or assistance with allocating excess capital for the business, our team is here to help.

To receive additional information regarding any of the above services, please contact us here

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