If the following list describes what you are looking for from a financial advisor, then Colorado Capital Management may be the right choice for you:

• An independent, wealth management firm with a proven track record

   

• A personalized investment portfolio

   

• Risk management strategies to protect and grow your wealth

   

• Retirement, tax, insurance and estate planning advice

   

• Objectivity. (we don’t charge commissions or sell products)

   

• A direct relationship with one of the firm’s principals

   

• A dedicated team that knows you and understands your situation

   

• Open and frequent communication about your portfolio

   

• Accounts securely held with a third-party custodian

   

• Complete transparency and online access.

   

• Low fees, which are tax deductible for most clients