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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

What in the World????

Weekly Market Commentary April 14, 2014  The Markets If you’re feeling whiplashed from the mid-week collision of good and bad economic news, you’re not alone.   On Wednesday, the Federal Reserve’s [...] read more

2014 First Quarter Market Thriller

Weekly Market Commentary April 7, 2014 The Markets The first quarter of 2014 offered up all the excitement and chills of a thriller. First, stock markets careened like runaway [...] read more

US Investors Bask in the Glow of Some Good News

Weekly Market Commentary March 31, 2014 The Markets  Whether it’s good news or bad news, it is often surprising how investors and markets react. Last week, Russia annexed Crimea [...] read more

What Does a 1st Time Marathoner & The US Economy Have in Common?

Weekly Market Commentary March 24, 2014  The Markets After a series of moves that proved far more effective, but were almost as complicated as the Acme Corporation strategies Wile [...] read more

Russia’s March Madness

Weekly Market Commentary March 17, 2014 Russian President Vladimir Putin sure has stirred up a hornets’ nest. Why is annexing the Crimean peninsula and, possibly, Ukraine such a priority [...] read more

A Diver Plumets Off a Cliff

Weekly Market Commentary March 10, 2014 The Markets Okay, so Russia sending troops into Ukraine’s Crimean Peninsula did unsettle world markets. At least it did on Monday.  Like a [...] read more

While the world was watching

March 3rd, 2014 If you think Russia could have found a colder place to hold the winter Olympics than Sochi, where the average January 2014 temperature was 51° Fahrenheit, [...] read more

Behind the dark clouds of volatile markets there appears to be a silver lining.

February 24, 2014 Behind the dark clouds of volatile markets there appears to be a silver lining. That may be hard to believe when so many are focused on [...] read more

With the enthusiasm of new love.

February 18, 2014 With the enthusiasm of new love, American stock markets pushed higher during Valentine’s week. Were investors enamored of the Federal Reserve’s new Chairwoman, Janet Yellen, who [...] read more

We just can’t figure out why the markets were strong.

February 10, 2014 American stocks bounced last week like a skier pounding moguls on an Olympic freestyle course. Some found it difficult to understand why stocks had their best [...] read more

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