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
Even the Smartest Guy
May 14, 2012 Even the smartest guy in the room sometimes makes mistakes. Jamie Dimon, CEO of the huge U.S. bank JP Morgan, has been called the smartest guy [...] read more
The Most Important News Last Week
May 7, 2012 The most important news last week may have actually happened this past weekend. On Sunday, voters went to the polls in France, Greece, and Germany and [...] read more
One Expensive Apple
April 30, 2012 What is the costliest fruit? How about an apple, as in Apple Inc.? With more than $500 billion in market capitalization, Apple is the world’s most [...] read more
Move over Europe
April 23, 2012 Move over European debt headlines, corporate earnings have something to say. Even though troubles are brewing again across the pond in Europe, corporate earnings season in [...] read more
It’s back, Volatility, that is
April 16, 2012 Like a yo-yo, the market bounced around and the S&P 500 index ultimately ended down 2.0 percent for the week and 3.4 percent from this year’s [...] read more
Blame it on the Weather
April 9, 2012 When in doubt, blame it on the weather. It’s human nature to want to ascribe a reason to everything that happens in the world. Rather than [...] read more
Strong First Quarter
Last week marked the end of a very strong first quarter for the stock market. For the quarter, the S&P 500 index rose 12.0 percent, its strongest start to [...] read more
Pretty Soon, You have a Really Nice Market Rally
March 26, 2012 A trillion here, a trillion there and, pretty soon, you have a nice market rally. Through a program called quantitative easing, central banks around the world [...] read more
Highlights of a Busy Market
March 19, 2012 It was a busy week on Wall Street with numerous big moves and key milestones hit. Here are a few of the highlights: The S&P 500 [...] read more
Stock market support starting to fall in place
An important key to support the stock market is starting to fall into place. You may have guessed that key is JOBS. Last week, the Labor Department reported an [...] read more
