Colwyn Investments has a variety of services to choose from; we offer individual wealth management and portfolio creation, we offer a full range of financial plans and we provide retirement plan consulting.
Wealth Management
We provide access to virtually every type of investment strategy available in the marketplace. That means we can create an investment portfolio tailored to your unique situation, goals, preferences and core beliefs.Read More...
Financial Planning
The path to financial success can include challenges and plenty of twists and turns. Having a plan is the best way to stay on course to reach your destination. We will make sure you have the best plans around!Read More...
Retirement Plan Consulting
We provide consulting to employer-sponsored retirement plans such as 401(k) and 403(b) plans, pension and profit sharing plans, cash balance plans, & deferred compensation plans.Read More...
Medicare Plan Consulting
Medicare can be complex and confusing. We review every available plan each year and make a detailed comparison. Once we understand your needs, we can help you choose the right plan in minutes free of charge.Read More...
Medicare Plan Consulting
We can review your plan and see how it compares to every other plan on the market in minutes. Then, we look at your situation and recommend the best plan based on the big picture. Because our fee is paid by the medicare providers, we are able to offer our medicare consulting services FREE of charge.Our Mission
We focus on individual relationships, offering honest, relevant, un-biased investment advice.
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This is not a solicitation or a recommendation to purchase or sell any investment or insurance product or service, and should not be relied upon as such. All indices are unmanaged and are not illustrative of any particular investment. The Dow Jones Industrial Average is a price-weighted index of 30 actively traded blue-chip stocks. The NASDAQ Composite Index is an unmanaged, market-weighted index of all over-the-counter common stocks traded on the National Association of Securities Dealers Automated Quotation System. The Standard & Poor’s 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market in general. It is not possible to invest directly in an index. NYSE Group, Inc. (NYSE:NYX) operates two securities exchanges: the New York Stock Exchange (the “NYSE”) and NYSE Arca (formerly known as the Archipelago Exchange, or ArcaEx®, and the Pacific Exchange). NYSE Group is a leading provider of securities listing, trading and market data products and services. The New York Mercantile Exchange, Inc. (NYMEX) is the world’s largest physical commodity futures exchange and the preeminent trading forum for energy and precious metals, with trading conducted through two divisions – the NYMEX Division, home to the energy, platinum, and palladium markets, and the COMEX Division, on which all other metals trade. Additional risks are associated with international investing, such as currency fluctuations, political and economic instability and differences in accounting standards. The publisher is not engaged in rendering legal, accounting or other professional services. If assistance is needed, the reader is advised to engage the services of a competent professional. This material was prepared by Colwyn Investments. Colwyn offers investment advisory services and is an independent, fee-based, Registered Investment Advisor firm providing wealth management services for individuals and small businesses, financial planning services, retirement plan consulting for small businesses as well as financial Advisor services for individuals and businesses. Colwyn Investments is located at 10923 South Redwood Road, South Jordan Utah 84095 and they can be reached at 801-254-0084.