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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

Recent Articles

Market Highs, Typical Pains of New Administration, & Cat Wine

Weekly Market Commentary February 21, 2017 The Markets Up! Four major U.S. benchmark stock indices closed at record highs for four consecutive days during Valentine’s Day week, reported Financial [...] read more

On the road to Brexit… More to Follow?

Weekly Market Commentary February 13, 2017 The Markets What’s the word ‘phenomenal’ worth? It all depends on who says it. Barron’s shared Wilshire Associates’ calculations which indicated the word [...] read more

Does College Open Doors?

Weekly Market Commentary February 6, 2017 The Markets U.S. stock markets were unsettled last week. President Trump’s executive order banning travel from seven predominantly Muslim countries to the United [...] read more

20,000 Historic Milestone

­Weekly Market Commentary January 30, 2017 The Markets An historic moment for U.S. stock markets… The Dow Jones Industrial Average surpassed 20,000 last week. Barron’s cautioned investors not to [...] read more

TREMENDOUS. Awe-inspiring. Groundbreaking. OVERWHELMING.

Weekly Market Commentary January 23, 2017 The Markets Markets weren’t quite sure which direction to move last week. The Trump rally, which lost some steam, gained momentum early in [...] read more

Elusive but Attainable

Weekly Market Commentary January 17, 2017 The Markets Around the world in a few paragraphs… The post-election adrenaline rush may be over in the United States. Barron’s reported: “The [...] read more

Bullish Sentiment Running Throughout the Market

Weekly Market Commentary January 9, 2017  The Markets …And, they’re off! Bullish sentiment helped world equity markets get off to a fast start last week. Just name a country [...] read more

Intrigued Instead of Defensive

­Weekly Market Commentary January 3, 2017 The Markets What a difference a year makes! At the start of 2016, investors were rather pessimistic and risk averse, preferring bonds to [...] read more

There Is A World Of Opportunity, Help The People Around You

Weekly Market Commentary December 27, 2016 The Markets Missed it by that much… The Dow Jones Industrial Average (DJIA) got within 13 points of 20,000 last Tuesday. It finished [...] read more

To 20,000 and Beyond!

­Weekly Market Commentary December 19, 2016 The Markets The Federal Reserve put a hitch in the markets’ giddy-up last week. It wasn’t the Fed’s second interest rate hike in [...] read more

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