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

Big News from the Big Mac Index

Weekly Market Commentary January 26, 2015  The Markets There may be potential for a reality television program starring central bankers and the making of economic policy. It could be [...] read more

The Swiss Surprise

Weekly Market Commentary January 19, 2015  The Markets Central banks have been full of surprises lately, but not too many people saw this one coming. For aficionados of the [...] read more

How Low Can Oil Go? How Low Can Oil Go?

Weekly Market Commentary January 12, 2015 The Markets You may be enjoying the economic benefits of gas prices around two dollars a gallon, but last week investors were skeptical [...] read more

A Review of 2014′s 4th Quarter

Weekly Market Commentary January 5, 2015  The Markets  “…bubbling crude; oil that is, black gold, Texas tea.” The decline in oil prices accelerated during the fourth quarter of 2014. [...] read more

Is $2 Gas a Good Deal for Everyone?

Weekly Market Commentary December 29, 2014  The Markets With gas hovering around $2 a gallon in many parts of the country, chances are you’re smiling every time you fill [...] read more

Russia’s Ruble Down 52% Year-to-Date

Weekly Market Commentary December 22, 2014 The Markets Geopolitics and monetary policy and deflation! Oh my! It was a wild, wild week. First, the Russian central bank announced a [...] read more

Oil and What is the Economic Future

Weekly Market Commentary December 15, 2014 The Markets Ouch! It was no fun to be an investor last week. The week prior, a commentary in The Wall Street Journal’s [...] read more

Good Jobs Report Takes Market Higher

Weekly Market Commentary December 8, 2014 The Markets In the United States, it was more of the same ole, same ole… The Dow Jones Industrial Average and Standard & [...] read more

Holiday Parking Lot Tip

Weekly Market Commentary December 1, 2014 The Markets  If investors around the world were voting on their favorite stock market, there is little doubt U.S. markets would finish near [...] read more

The US Fed a Trendsetter

Weekly Market Commentary November 24, 2014 The Markets Pioneer. Trendsetter. Trailblazer. Whatever term you decide to use, there’s no debate about the fact central banks around the world are [...] read more

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