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

Inflation & Interest Rates

Weekly Market Commentary December 5, 2016 The Markets Flirting with higher interest rates. Last week, yields on 10-year Treasury bonds rose to a 17-month high of 2.44 percent, reported [...] read more

Reaching All Time Highs

Weekly Market Commentary November 28, 2016 The Markets It’s a myth! According to WebMD, the amino acid L-Tryptophan is not responsible for Americans’ post-Thanksgiving food coma. The real culprit [...] read more

Strength, Patience, and Passion

Weekly Market Commentary November 21, 2016 The Markets This time it’s the end. Really. Possibly. It seems like experts have been forecasting the end of the bull market in [...] read more

The Future Is Always Ripe With Possibility

Weekly Market Commentary November 14, 2016 The Markets Surprise! Markets were remarkably sanguine following the election of Donald Trump to the presidency of the United States. There was a [...] read more

Election Hoopla Has Obscured Some Positive News

Weekly Market Commentary November 7, 2016 The Markets Markets hate uncertainty – and that may create opportunities. Last week, investors experienced another bout of election jitters, and the Standard [...] read more

Election Fatigue Almost Over!!!

Weekly Market Commentary October 31, 2016 The Markets It’s almost over… During July 2016, Pew Research reported almost 60 percent of Americans were suffering from election fatigue. They weren’t [...] read more

“Success is often achieved by those who don’t know that failure is inevitable.”

Weekly Market Commentary October 24, 2016 The Markets “Verrrry interesting.” Arte Johnson’s catch phrase from Rowan & Martin’s Laugh-In may not have described U.S. stock markets last week, but [...] read more

Shortage of Conversations

Weekly Market Commentary October 17, 2016 The Markets   ‘Tis the season!   Third quarter earnings season, that is.   Every quarter, companies report earnings to let investors know [...] read more

Cyclical Companies & Defensive Companies

Weekly Market Commentary October 10, 2016 The Markets Was it good news or wasn’t it? The U.S. unemployment rate ticked higher last week. The September jobs report showed the [...] read more

Laugh Then Think

Weekly Market Commentary October 3, 2016 The Markets Markets were relatively calm during the third quarter of 2016, yet they delivered some attractive returns overall. In the United States, [...] read more

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