Colorado West Investments Logo

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

Recent Articles

Becoming Possible: Earn Your Associates As You Graduate High School

Weekly Market Commentary July 27, 2015 The Markets There was a spate of bad news last week, and it drove U.S. markets lower. China’s wild ride isn’t over yet. [...] read more

Global Markets Stabilized

Weekly Market Commentary July 20, 2015 The Markets Investors around the world breathed a sigh of relief last week. It wafted many markets higher. The NASDAQ jumped by more [...] read more

Chinese Market News

  Weekly Market Commentary July 13, 2015 The Markets It’s a cautionary tale… Many Chinese investors were so optimistic about the prospects for Chinese stock markets they bought on [...] read more

How You React Matters

Weekly Market Commentary July 6, 2015  The Markets It’s been a wild, wild quarter. In early April, stock markets were doing so well (14 of 47 national benchmark indices [...] read more

Greece Bill $1.5 Billion Euros Due Tomorrow

  Weekly Market Commentary June 29, 2015 The Markets Not quite as popular as Branjelina and Kimye, ‘Grexit’ (short for Greek Exit) has gained traction as a nickname during [...] read more

Change is the Law of Life

Weekly Market Commentary June 22, 2015 The Markets You’re probably familiar with the seven-year itch. Not the movie with Marilyn Monroe, but the concept that relationships can lose their [...] read more

The Anticipated Liftoff

Weekly Market Commentary June 15, 2015 The Markets Sir John Templeton once said: “Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria.” [...] read more

If It Looks Like A Bond & Acts Like A Bond, It’s Predictable Right? Not So Much.

Weekly Market Commentary June 8, 2015 The Markets If it looks like a bond, and it acts like a bond…oh…that’s the problem. Government bonds aren’t acting the way investors [...] read more

The Little Engine That Could

Weekly Market Commentary June 1, 2015 The Markets Is it possible to have an economic optical illusion? On Friday, the Commerce Department reported the U.S. economy contracted at an [...] read more

There Is No Job Too Immense When You’ve Got Confidence

Weekly Market Commentary May 26, 2015 The Markets You could have set the events of last week to music. Should they stay or should they go? Last week, the [...] read more

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