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

Small Business Wealth Management

Colburn Wealth Management can establish and manage a small business retirement plan for the employees and /or business owner.  We provide temporary or long term diversification of surplus funds into non-business assets.  CWM offers a wide variety of investent options and we are not beholden to any particular fund family or investent firm.

In addition, CWM can assist business owners with allocating excess capital from the business in various public markets.  Whether these investments are for the short or long-term, we can help identify attractive areas of the public markets in which your business can participate.

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