If Restricted Stock Units (RSUs) are part of your compensation, they can be a powerful tool for building wealth—but only if managed wisely.
Most of our team members previously held leadership positions within large corporations prior to joining Colburn Wealth Management. This gives us deep insight into the unique challenges and opportunities faced by professionals like you. Additionally, with most of our clients coming from similar corporate backgrounds, we combine real-world expertise with financial planning knowledge to provide highly customized guidance. Whether you're optimizing retirement planning, stock compensation, benefits, tax strategies, estate planning, or educational funding, we tailor our solutions to meet your specific needs.
Who We Serve
Having firsthand experience working for large corporations, we understand your unique needs. That’s why we’ve built our firm with a client-centric approach. As a fee-only fiduciary, we are fully committed to acting in your best interest, ensuring our goals align with yours.
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Blog for Corporate Leaders
For many Americans, the status of the U.S. dollar reflects the country’s position in the world.
On the surface, the first half of 2025 has been challenging for investors.
President Dwight Eisenhower once said, “What is important is seldom urgent and what is urgent is seldom important.”
Blog for Cardinal Health Employees
The conflict between Israel and Iran has captured global attention and created uncertainty in financial markets.
In today's economy, finding smart ways to maximize earnings and minimize tax burdens is crucial.
On July 4th, we celebrate freedom—including the ability to build financial lives that support our personal independence and help us live the lives we envision.
One of the most impactful changes for high-net-worth households is the permanent extension of the higher estate tax exemption.