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 September 26, 2016 The Markets As expected… The U.S. Federal Reserve left rates unchanged last week and markets celebrated. Across the globe, national stock market indices [...] read more
Weekly Market Commentary September 19, 2016 The Markets If it’s not one thing, it may be another. Economic data released last week will factor into this week’s Federal Open [...] read more
Weekly Market Commentary September 12, 2016 The Markets Blame it on the central banks! After 44 consecutive sleepy, summer days when Barron’s reported the Standard & Poor’s 500 Index [...] read more
Weekly Market Commentary September 6, 2016 The Markets “We can never know about the days to come, but we think about them anyway…” –Carly Simon Economists and market analysts [...] read more
Weekly Market Commentary August 29, 2016 The Markets Attention investors: U.S. interest rates may be moving up and it might happen this year. During last Friday’s speech at [...] read more
Weekly Market Commentary August 22, 2016 The Markets Last week, Wall Street was speculating about monetary policy with the enthusiasm of commentators trying to predict who will bring home [...] read more
Weekly Market Commentary August 15, 2016 The Markets How do you measure stock market valuation? If you look at conventional measures – like price-to-earnings (P/E) ratios – then U.S. [...] read more
Weekly Market Commentary August 8, 2016 The Markets It’s déjà vu all over again! The Chicago Board of Options Exchange (CBOE) Volatility Index, also known as the VIX, tracks [...] read more
Weekly Market Commentary August 1, 2016 The Markets Here’s a brain tickler for you: In July 2016, there were four. In June 2016, there were 10. Since 2008, [...] read more