B.S. - Finance

Colwyn Investments - Financial Advisor in South Jordan, UT | WiserAdvisor.com

Colwyn Investments is an independent investment advisory firm located in South Jordan, Utah. We provide individually created portfolios that are managed on a daily basis according to your goals, risk tolerance and time-frame. We believe the fundamental principles of investing are key to long-term success. These include asset allocation, diversification, and risk management. We do not pretend to know what the future will bring, but we promise to be there when it comes. Our goal is to simplify the wealth management and retirement process by creating personalized plans to help our clients achieve their financial goals.

Colwyn Investments

Jake Oyler is a financial advisor at Colwyn Investments with a focus on professionals in the health and wellness sector. Jake strives to educate and assist clients with their financial investments by building relationships of trust and honesty. Jake designs custom portfolios for each individual based on their risk preferences, time horizon, and financial goals.<br></br>
Prior to becoming an independent advisor, Jake worked for a large brokerage firm assisting clients with their investment accounts. Jake's desire to build personal relationships and make a real difference with each client's wealth led him to go independent. Jake graduated from Utah State University with a Bachelor's degree in Finance. Jake holds FINRA Series 63, 66, and 7 securities licenses as well as a Utah Life and Health/Accident Insurance License with a focus on living benefits life insurance.

Todd W. Sirrine is a Financial Advisor with 30 years of business and financial services experience with expertise in investment management, risk analysis and financial planning.  Todd worked with Citigroup in their mergers and acquisitions area for the majority of his career with assignments that have given him a solid understanding of people, opportunities, companies, and cultures.<br></br>
After becoming an independent advisor, he uses that experience everyday to help others make better decisions about investments and financial planning.  Todd works with clients from all walks of life but has a specific interest in the investment management needs of women.  Todd holds a Bachelor's degree in Business and HR Management and a Master's degree in Business Administration and Technology as well as a FINRA Series 65 securities registration.  Todd provides fee based investment advisory services and is a specialist in portfolio acquisition and business book mergers.  Todd represents the exclusive interests of his clients in meeting their financial goals and objectives using the endowment model that is core to the Colwyn Investments philosophy.

Your path to financial success will be difficult, but it doesn't have to be unknown. We build customized financial plans that help you stay on course to your goals, no matter the challenges that arise.

It is more important than ever to have a sufficient retirement plan in place. We will help you pave the way for financial success now and after your career ends. The right retirement plan will support you and your family as long as you need it to.

We understand that you have worked hard for your money and want to enjoy the fruits of your labor. We know that each situation is different and strive to provide the services necessary to help you reach your goals. We have no incentive to sell specific products, which allows us to strictly focus on your needs.

We believe in the fundamentals of investing such as diversification, asset allocation, and risk management. Our endowment based model is designed to build portfolios tailored to your individual needs and preferences.

When you leave an employer, your retirement accounts become stagnant. We will help you rollover those accounts and keep your money active.

Financial well-being requires more than one type of asset. Life insurance is a key part of any retirement plan. We will help you find a policy that is sufficient for your needs and goals.

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Colwyn Investments

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