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 29, 2015 The Markets Not quite as popular as Branjelina and Kimye, ‘Grexit’ (short for Greek Exit) has gained traction as a nickname during [...] read more
Weekly Market Commentary June 22, 2015 The Markets You’re probably familiar with the seven-year itch. Not the movie with Marilyn Monroe, but the concept that relationships can lose their [...] read more
Weekly Market Commentary June 15, 2015 The Markets Sir John Templeton once said: “Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria.” [...] read more
Weekly Market Commentary June 8, 2015 The Markets If it looks like a bond, and it acts like a bond…oh…that’s the problem. Government bonds aren’t acting the way investors [...] read more
Weekly Market Commentary June 1, 2015 The Markets Is it possible to have an economic optical illusion? On Friday, the Commerce Department reported the U.S. economy contracted at an [...] read more
Weekly Market Commentary May 26, 2015 The Markets You could have set the events of last week to music. Should they stay or should they go? Last week, the [...] read more
Weekly Market Commentary May 18, 2015 The Markets The U.S. Treasury market is a bit like a lake in the midst of a drought. All the action – fish, [...] read more
Weekly Market Commentary May 11, 2015 The Markets Government bonds have gone wild! Sure, you might expect high-yield bonds to act unpredictably from time to time. That’s why they’re [...] read more
Weekly Market Commentary May 4, 2015 The Markets Stock markets tipped into the red last week. Major indices in the United States and elsewhere dipped lower as U.S. economic [...] read more