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 July 21, 2014 The Markets Events of the last week could have been plot elements in a Tom Clancy novel. Tragically, they were real and ratcheted [...] read more
Weekly Market Commentary July 14, 2014 The Markets Germany may have clobbered Brazil in the World Cup quarterfinals last week, earning a chance to become the first European team [...] read more
Weekly Market Commentary July 7, 2014 The Markets Happy birthday, United States of America! U.S. stock markets gave Americans plenty of reason to celebrate over the Fourth of July [...] read more
Weekly Market Commentary June 30, 2014 The Markets Last week, the U.S. Department of Commerce delivered news that was about as welcome as a report of a great white [...] read more
Weekly Market Commentary June 23, 2014 The Markets The Federal Open Market Committee (FOMC) press release wasn’t quite as catchy as España Cañí — the Spanish song played to [...] read more
Weekly Market Commentary June 16, 2014 The Markets Investors remain oddly complacent even in the face of unexpected events that have the potential to disrupt global markets. Last week, [...] read more
Weekly Market Commentary June 9, 2014 The Markets “Is there any point to which you would wish to draw my attention?” “To the curious incident of the dog in [...] read more
Weekly Market Commentary June 2, 2014 The Markets If you’re a fan of home renovation TV shows then you’re probably familiar with the types of bad news home inspections [...] read more
Weekly Market Commentary May 26, 2014 The Markets Alongside the irises, daffodils, tulips, and other perennials that were popping up (in seasonal parts of the United States) last [...] read more