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 November 17, 2014 The Markets “Is all this stock market optimism a red flag?” Contrarians – investors who bet against prevailing market trends – were probably [...] read more
Weekly Market Commentary November 10, 2014 The Markets Is it a melt-up? You’re familiar with the word melt. Ice cream melts. Snow melts. You may have seen someone [...] read more
Weekly Market Commentary November 3, 2014 The Markets Are central banks throwing a progressive party? You know, the kind of party where folks travel from house to house feasting [...] read more
Weekly Market Commentary October 27, 2014 The Markets After a week that left investors wondering what’s next – much like fishermen on a lake as the wind kicks up [...] read more
Weekly Market Commentary October 20, 2014 The Markets It’s a little early for Halloween, but markets sure got spooked last week. After a 21-month ride to mid-September highs, stock [...] read more
Weekly Market Commentary October 13, 2014 The Markets Keep Calm and Carry On. The slogan comes from a United Kingdom Ministry of Information propaganda poster designed to boost morale [...] read more
Weekly Market Commentary October 6, 2014 The Markets “Life is fine! Fine as wine! Life is fine!” During the third quarter of 2014, U.S. investors remained as optimistic as [...] read more
Weekly Market Commentary September 29, 2014 The Markets Last week offered some lessons in career management, economics, and investor impulse, among other things. Derek Jeter, the well-loved Yankees shortstop, [...] read more
Weekly Market Commentary September 22, 2014 The Markets About 25 years ago, Peter Jennings interrupted General Hospital to tell the nation Coca-Cola had decided to bring back its original [...] read more