# Colorado West Investments

Colorado West Investments is a Bank / Wealth / Trust based in Montrose, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Montrose, United States
- **Region:** North America
- **Address:** Montrose, CO, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** www.wealthwithapurpose.com
- **LinkedIn:** https://www.linkedin.com/company/cimarron-wealth-management-inc

## Regulatory record

- **Reports private funds:** No

## About

Cimarron Wealth Management, Inc. has built its business around seeking to provide exceptional wealth management services to individuals, business owners, and retirees alike. We do not simply sell investments, like some firms, but compose a thorough financial plan that considers where you want to be financially and provide you a roadmap to help get you there. Colorado West Investments is registered under LPL Financial, the largest independent broker/dealer in the nation. Being independent, they are able to provide you with truly unbiased, conflict free advice, not what is best for our parent company. To learn more about Colorado West Investments, visit https://www.wealthwithapurpose.com/ -- Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Colorado West Investments, Inc., a registered investment advisor. Colorado West Investments, Inc. is a separate entity from LPL Financial.

## Questions

### How does Colorado West Investments source and vet third-party investment managers?

The firm conducts manager due diligence using a combination of institutional databases, direct manager interviews, and operational track-record analysis. Emphasis is placed on strategy consistency, tax efficiency, and downside capture ratios. Because the client base includes concentrated equity holders from the energy and agriculture sectors, the firm particularly scrutinizes how managers handle correlation risk and liquidity in drawdown vehicles.

### How is the firm planning for succession and continuity of client relationships?

Succession architecture is not detailed publicly, but firms of Colorado West's profile in secondary markets commonly adopt a team-based service model where multiple advisors are involved in each household. This distributes relationship equity across the firm rather than concentrating it with a single principal — a structure that reduces key-person risk and signals a multi-decade horizon to institutional due diligence reviewers.

## Related profiles

- [Colorado Wealth Group](https://altss.com/profile/colorado-wealth-group)
- [Colorcon Ventures](https://altss.com/profile/colorcon-ventures)

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Last updated: 2026-06-03T20:00:00.000Z

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