Colorado West Investments Logo

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

World’s Top Most “Livable” Cities

Weekly Market Commentary September 8, 2014 The Markets It’s déjà vu all over again! Last year, pundits and analysts tried to discern when the Federal Reserve might begin to [...] read more

Life Expectancy Increases 15 Minutes Every Hour

Weekly Market Commentary September 1, 2014 The Markets There is no substitute for mental preparedness. Just ask any professional athlete or Navy SEAL. One essential aspect of metal preparation [...] read more

The Fed Speaks

Weekly Market Commentary August 25, 2014 The Markets What do Harry S. Truman and Hindu goddesses have in common? Both were invoked to describe Federal Reserve Chairwoman Janet Yellen’s [...] read more

Terrible, Horrible, No Good, Very Bad Day

Weekly Market Commentary August 18, 2014 The Markets If you have young children or grandchildren, you may have read “Alexander and the Terrible, Horrible, No Good, Very Bad Day” [...] read more

Latin America’s Fastest Growing Country

Weekly Market Commentary August 11, 2014 The Markets During the dog days of summer, a triple dip – three melting scoops of frozen goodness perched precariously on a waffle [...] read more

International Financial and Economic Issues

Weekly Market Commentary August 4, 2014  The Markets Last week, investors took a long look at the crazy quilt of information and events around the world and decided they [...] read more

$10.9M Video Game Competition?!

Weekly Market Commentary July 28, 2014 The Markets Anchors aweigh! Put thoughts of the Frank Sinatra and Gene Kelly movie aside. If the Naval Academy fight song is playing [...] read more

Geopolitical Tensions High

Weekly Market Commentary July 21, 2014 The Markets Events of the last week could have been plot elements in a Tom Clancy novel. Tragically, they were real and ratcheted [...] read more

Eurozone Worries???

Weekly Market Commentary July 14, 2014 The Markets Germany may have clobbered Brazil in the World Cup quarterfinals last week, earning a chance to become the first European team [...] read more

DOW Marches Past 17,000

Weekly Market Commentary July 7, 2014 The Markets Happy birthday, United States of America! U.S. stock markets gave Americans plenty of reason to celebrate over the Fourth of July [...] read more

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