You’ve worked hard to build a successful career as a corporate professional—now it’s time to make sure your financial strategy is working just as hard for you. At Colburn Wealth Management, we partner with Cardinal Health employees to help them grow their wealth, make the most of equity compensation, and develop long-term financial plans tailored to their ambitions.

This blog is your resource hub, offering actionable insights on everything from investment planning and retirement readiness to tax-smart strategies and estate design. Whether you're facing a pivotal career shift, shaping your legacy, or navigating the complexities of tax law, we’re here to help you move forward with clarity and confidence.

Your financial future deserves thoughtful, strategic guidance. Let Colburn Wealth Management be your trusted ally in building lasting security and success. Dive into our latest insights and take the next step toward financial empowerment.

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Investment Planning

A strong investment strategy is essential for both building and preserving wealth over time. We help you construct a diversified portfolio that matches your risk tolerance, financial objectives, and market conditions, ensuring long-term stability and growth. Whether you’re actively growing your assets or shifting toward income generation for retirement, we tailor investment strategies that align with your evolving financial needs while helping you mitigate market volatility. To ensure security and seamless management, we custody relevant client assets at Schwab, providing access to industry-leading resources and oversight.

To speak with us, schedule a free web consultation — we’re here to help.