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 financially 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
Weekly Market Commentary June 20, 2016 The Markets The world’s stock markets took it on the chin last week. A one-two punch was delivered with the Federal Open Market [...] read more
Weekly Market Commentary June 13, 2016 The Markets The British may be leaving. The British may be leaving. Last week, the interest rate on 10-year U.S. Treasuries dropped to [...] read more
Weekly Market Commentary June 6, 2016 The Markets Statistics means never having to say your certain, and that was certainly true last week. The employment report, which was released [...] read more
Weekly Market Commentary May 31, 2016 The Markets Everyone makes mistakes. Some people learn from them. In GMO’s March 2016 white paper, James Montier and Philip Pilkington [...] read more
Weekly Market Commentary May 23, 2016 The Markets A mobile trivia game maker recently assessed the playing habits of Americans and identified the most popular topics by state. [...] read more
Weekly Market Commentary May 16, 2016 The Markets When is a door not a door? The answer, of course, is: When it’s ajar. Investors and analysts were trying to [...] read more
Weekly Market Commentary May 9, 2016 The Markets Reading economic portents can be tricky. For example, do signs that economic growth is slowing – like last week’s employment report, [...] read more
Weekly Market Commentary May 2, 2016 The Markets “Which would you prefer to be: a medieval monarch or a modern office-worker?” If you immediately answered medieval monarch, take [...] read more
Weekly Market Commentary April 25, 2016 The Markets U.S. stock markets finished last week in heady territory. The Dow Jones Industrial Average closed at 18,003. Its all-time closing high [...] read more
Weekly Market Commentary April 18, 2016 The Markets Isn’t it remarkable that China’s growth is so consistent? A columnist from The Washington Post once opined that China “produces [...] read more