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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

Setting An Example & The Value Of Savings

Weekly Market Commentary February 8, 2016 The Markets There was bad news and good news in last Friday’s unemployment report. In the negative column, fewer jobs were created in [...] read more

Developing Your Discipline and Courage

Weekly Market Commentary February 1, 2016 The Markets How low can you go? The Bank of Japan (BOJ) dove into the negative interest rate rabbit hole last week when [...] read more

Common Sense Is Not So Common

Weekly Market Commentary January 25, 2016 The Markets Investors breathed a sigh of relief last week when U.S. stock markets recovered from a tumble toward bear market territory with [...] read more

Jarring Ups and Downs

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Change Direction

  Weekly Market Commentary January 11, 2016 The Markets The People’s Bank of China (PBOC) started the New Year with a downward currency adjustment and fireworks followed. Last week, [...] read more

Plenty of Room for Speculation

Weekly Market Commentary January 4, 2016 The Markets Investing in U.S. stock markets during 2015 was a bit like riding a mechanical bull. Markets jolted up and down but, [...] read more

New Year’s Resolutions Should Create Lasting Change

Weekly Market Commentary December 28, 2015 The Markets It was a short week, but it wasn’t quiet. Oil prices moved higher, according to The Wall Street Journal, after the [...] read more

The Force and the Fed

Weekly Market Commentary December 21, 2015  The Markets After a level of hype that would have exhausted even the most dedicated Star Wars fans, the Federal Reserve finally began [...] read more

Will it be a Choppy “Lift Off”?

Weekly Market Commentary December 14, 2015 The Markets It’s not like it’s a surprise! Last week, investors didn’t appear to be thrilled with the possibility the Federal Reserve might [...] read more

Is Flat Is The New Up?

Weekly Market Commentary December 7, 2015 The Markets Anyone looking at U.S. stock market performance last week might assume it was a pretty quiet week. They would be wrong. [...] read more

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