Put your money to work for you:

Confidently step into the investment world

10923 So. Redwood Road, South Jordan, UT 84095

About

How we can help

To build wealth and achieve your goals, every woman needs a financial plan that considers her unique path. Take control of your financial wellness and pave the way for a more secure and prosperous future; here is how:

Financial wellness foundation

Strengthen Your Financial Foundation

(Value-Based Portfolio Management)
We tailor our portfolio design to meet your unique needs, focusing on asset allocation, diversification, and risk management for long-term success. We offer a tailor-made service and are dedicated to guiding, educating, and working closely with each individual.

Retirement planing and financial wellness

Retirement Planning

Proactively prepare for the future! With our Financial Planning Foundations program, we help you set clear goals, assess your retirement readiness, and craft plans that address critical areas like social security, taxes, estate planning, savings, and investments.

Define your legacy through financial wellness

Define Your Legacy

Your legacy is not only what you leave to your family but also the impact you have on the world. Explore opportunities that grow your wealth and allow you to contribute to causes you’re passionate about.You matter.  The things that are important to you matter.  Let us help you create a legacy for the people and interests you care about.

Your future awaits. Schedule a call and take the first step toward a financially empowered tomorrow.

Growth and financial wellness

We believe in

Growth

Empowering women to navigate their unique financial landscapes with confidence, peace, and purpose. We believe that money and values go hand in hand and that investing while having your beliefs and goals in mind will deliver better results regarding satisfaction, motivation, and financial gains.

Our team

Value Based Financial Advisors

The freedom and flexibility of working with a Registered Investment Advisor and the power of Schwab.

Colwyn Investments is an independent Registered Investment Advisor (RIA) operating on a no-commission, fee-only model.  Our financial advisors provide personalized, transparent, and impactful financial advice, fostering meaningful relationships that transform financial wellness into a source of empowerment and growth.

Working under a fee-based model ensures the alignment of interest between the advisors and clients. It means that:

Want to know more about the RIA model and the standards we are held to?

For clients

Picture these scenarios:

These three stories serve as a reminder that there is always time to start making informed financial decisions and learning about the best practices for managing money.

Although these scenarios are not based on real people, they depict situations that could happen to anyone in real life, including you.

Did any of these scenarios resonate with you? Tell us your story.

Cowlyn Investments

As fiduciaries, we provide personalized, transparent, and impactful financial advice, fostering meaningful relationships that transform financial well-being into a source of empowerment and growth.

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Privacy Disclosure
Understand that under no circumstances will Colwyn Investments LC sell, share or otherwise provide your personal information to any non-affiliated third party except as set forth in this policy. To provide superior service our prospects and clients, it is necessary for Colwyn Investments LC to share information with third parties it is currently involved with in a contractual relationship (such as a referring financial institution). This sharing of personal information is carried out on a strictly professional basis. We share the minimum amount of information necessary for that company to offer its product or service. We may also share information with unaffiliated companies that assist us in providing our products and services to our customers; in the normal course of our business (for example, with consumer reporting agencies and government agencies); when legally required or permitted in connection with fraud investigations and litigation; in connection with acquisitions and sales; and at the request or with the permission of a customer.
Through the normal course of servicing your inquiry or account, certain agents and employees may have access to your confidential account information; this may include operations and support personnel, as well as your investment professional, and access to this information is limited and held in the strictest confidence. Information about former customers who do not currently maintain an account relationship with Colwyn Investments LC is not shared with any outside party.
If you would like more information about Colwyn Investments LC’s Privacy Policy, a request should be sent in writing to: Colwyn Investments LC, Attn: Privacy Policy, 10923 S Redwood Road, South Jordan, Utah 84095.