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 financi
ally 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
Upcoming Events & Recent Articles
We are only 3 weeks in
January 24th, 2012 We’re only three weeks into the New Year and already some very interesting trends have developed in the markets. Consider these four: The worst performing stocks [...] read more
Not a club you want to join
January 17, 2012 The U.S. became a member last August and, now, so has most of the eurozone. Unfortunately, it’s not a club you want to join. Late last [...] read more
The S&P in 2011
Jan 9, 2012 Which stock characteristic most impacted the S&P 500’s performance in 2011? To answer that question, Bespoke Investment Group performed a decile analysis and concluded that having [...] read more
End of the Year Review
Jan 3rd, 2012 “Much Ado About Nothing” is one of Shakespeare’s famous comedies and, surprisingly, the title succinctly summarizes the U.S. stock market in 2011. There was “much ado” [...] read more
What about all this Volatility
December 19, 2011 If it feels like the stock market has been volatile this year, you’re right. Here are a few examples: Three-month historic volatility for the “fear” gauge [...] read more
The Answer is not Clear Cut
December 12, 2011 What’s more important to the U.S. stock market, economic growth or the value of the U.S. dollar? On the surface, economic growth would seem to be [...] read more
Politicians and Banks
December 5, 2011 Politicians may struggle to work together, but at least the world’s central bankers can. At 8:00 a.m. EST on November 30, the Federal Reserve released a [...] read more
What Happens In China Does Not Stay In China
November 28, 2011 “It’s a small world after all.” Living in an age of jet travel, the internet and mobile communication have its advantages. It makes our world of [...] read more
Sometimes Money Does Grow On Trees
November 21, 2011 The Markets “Printing money is really just a softer method of default, because it effectively converts the meaning of default from ‘getting less than 100% of [...] read more
One of the Insightful Bits of Investing Wisdom
November 14, 2011 Greece and Italy just dumped their political leaders and are hoping that new leadership will calm the financial markets and drive important structural reform. One of [...] read more
