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
Sell in May?
May 13, 2013 ‘Sell in May and Go Away’ is a trading maxim which, according to Investopedia, encourages an investor to “sells his or her stock holdings in May [...] read more
Testing their limits
May 6th, 2013 Like athletes testing their limits, the Standard & Poor’s 500 and the Dow Jones Industrials Indices both hit new highs last week. The S&P closed the [...] read more
Oh the Power of Twitter
April 29, 2012 If anyone doubted the power of Twitter, their skepticism was laid to rest this week. Early Tuesday afternoon, a tweet from the Associated Press reported President [...] read more
It was a wild, wild week
April 22nd, 2013 Last Monday, bombs exploded near the finish of the Boston Marathon. Not long after, media outlets let the public know letters to President Obama and a [...] read more
No Easy Money
April 15th, 2013 Last week, the term ‘Easy Money’ conjured both comedian Rodney Dangerfield and the U.S. Federal Reserve, and no one was certain how much respect either one [...] read more
Investors didn’t like what they saw
April 8, 2013 U.S. investors puzzled over disparate pieces of economic and world news last week. By the end of the week, major U.S. markets had tumbled indicating investors [...] read more
Markets Choppy During the Week
April 1st, 2013 U.S. stock markets finished the week – and the quarter – on a positive note. The Federal Reserve’s accommodative monetary policy and strong profit growth helped [...] read more
Raised Its Ugly Head Again
March 25, 2013 Like a not-quite-dead villain in a horror film, the Eurozone crisis raised its ugly head again last week, scaring investors and causing many stock markets to [...] read more
The Middle Class is Growing
March 18, 2013 Like winded runners, stock markets slowed at the end of last week. Since the start of the year, the Dow Jones Industrials Index has risen by [...] read more
Markets ebb and flow over time
March 11, 2013 During periods of strong market performance, like the one we’ve experienced since the end of last year, it’s important to remember that markets ebb and flow [...] read more
