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 April 20, 2015 The Markets It’s a topsy-turvy world. In the United States, during the last quarter of 2014, about seven million (13 percent) of all [...] read more
Weekly Market Commentary April 13, 2015 The Markets How much is one trillion? If you waited one trillion seconds, it would take 31,688 years. If you had a trillion [...] read more
Weekly Market Commentary April 6, 2015 The Markets The global economy performed a bit like a Rube Goldberg contraption during the first quarter of 2015, although it’s doubtful [...] read more
Weekly Market Commentary March 30, 2015 The Markets So, when is the Federal Reserve going to increase the rate for overnight borrowing? It’s a question that has plagued bond [...] read more
Weekly Market Commentary March 23, 2015 The Markets Financial markets gave the Federal Reserve a standing ovation last week. At least, that was Barron’s interpretation. What did [...] read more
Weekly Market Commentary March 16, 2015 The Markets Franklin D. Roosevelt’s first inaugural address was delivered in 1933 in the midst of the Great Depression. He said, “This great [...] read more
Weekly Market Commentary March 11, 2015 The Markets If you looked at last week from the perspective of the children’s book, If You Give a Mouse a Cookie, it [...] read more
Weekly Market Commentary March 2, 2015 The Markets “Well, I never heard it before,” said the Mock Turtle; “but it sounds uncommon nonsense.” It was an Alice in Wonderland [...] read more
Weekly Market Commentary February 23, 2015 The Markets It was all Greek to investors. Last Thursday, things weren’t looking so good for Greece. Barron’s explained: “…Germany scotched Greece’s request [...] read more