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Montrose, CO | Investment, Retirement, Wealth Management

Colorado West Investments, Inc. located in Montrose, Colorado has built its business around providing exceptional wealth management services to individuals, business owners, and retirees alike. We do not simply sell investments, like other firms, but compose a thorough financial plan that considers where you want to be financiColorado West Investmentsally and the best way to get you there. We are registered under LPL Financial, the largest independent broker/dealer in the nation*.  Since we are independent, we are free to advise you on what is best for YOU, not what is best for our parent company.

We strive to keep our client relationships personal and long-term in nature, often operating beyond the scope of what we are expected to do.

 

Located in beautiful Montrose, Colorado we service clients around the state and across the country.

 

 

Our mission is to be your most trusted advisor through our

Personalized Service, Expertise, and Unbiased Advice.

Our Wealth Management Services Include:

  • Comprehensive Retirement Planning Services (accumulation and distribution management, cash flow, tax reduction)
  • Corporate Buy/Sell Agreements and Wealth Replacement once an individual has sold a business
  • Estate Planning and Wealth Stretching for Multi-Generational Growth & Disbursement
  • Life Insurance Products & Services
  • Advanced tax strategies for business owners, corporations, and high-net worth individuals, including leveraging tax-advantaged benefits for wealth management and potential investment opportunities

Please feel free to contact us with any questions or comments you have. We look forward to hearing from you.

*Based on total revenues, as reported in Financial Planning magazine, June 1996-2009

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As an enhanced service for our premium clients we offer access to comprehensive wealth management software.