As a newer client of Colorado Capital Management, I couldn’t be happier with the advice and care I’ve received from Jason and his team. They’ve been attentive, thorough, and easy to work with, and I already feel confident in the direction of my financial plan. I’m looking forward to a long and prosperous relationship with CCM.
We have been clients of CCM for many years, and are quite happy with the care we receive from the team at CCM. They are great group of people, and they have served us well. We highly recommend CCM to anyone looking for a high quality, professional group to assist in their financial planning!!!
Cindy & Phillip M
I couldn't be more pleased with the financial advisement and portfolio management services I have received from Colorado Capital Management over past 15 years! Their team has consistently provided expert, personalized attention. It gives me great peace of mind to know that my portfolio is in such good hands!
Colorado Capital Management has always provided us great care. They have been especially helpful as my wife and I are now relying on our retirement funds. Thank you, Colorado Capital Management
I moved my portfolio over from a larger, traditional brokerage firm several years ago and I couldn't be happier with CCM. Lee, Vince, and the entire team provide exceptional service and advice tailored to my specific needs. They are extremely responsive and a pleasure to work with.
The CCM team is thoughtful, diligent and works well together. They respect my preferences. Most importantly, they are strong enough to tell me when my preferences are too idiosyncratic for my own financial well-being.
I have worked with CCM for many years and am appreciative of their guidance in successfully managing my account consistent with my intentions. I also appreciate their willingness and desire to of support even in matters that they receive no financial benefit for doing so.
Having confidence in the company responsible for managing your assets is paramount. You work your entire life to build wealth in order to live life the way you want in retirement. CCM provides as much information as we need and does a great job about providing regular market updates and calls to help guide our decisions in working to hit our targets. They address all concerns quickly. We know they are watching our profolio and will be attentive and proactive in offering advice when appropriate. If you have doubts with your current money manager you should reach out to them.
Lee, Vince and the entire CCM team have been fantastic advisors, guiding us through our financial planning. The CCM team brings the rare combination of technical expertise and personal connection that makes them so valuable to their clients. Fully recommend them!!
They are very thoughtful and helpful throughout the process - they make a sincere effort to really understand your investing goals and support you in realizing them - Scott & Megan
Emily and Andy are always very quick to respond any questions I might have. Emmy wonderful to work with and very knowledgeable about the domestic and global market investments. I am very comfortable about how I am spread out over several different investment types.
As long-time customers with Colorado Capital Management Bill & I have immense appreciation for the team of Lee Strongwater, Emily Lucero, Andy Gibson & the entire staff. They are always ready to hear our concerns, then they work very hard to find a solution that suits our investment goals. It is comforting to have financial advisors that we trust with our investments, especially at this point in our lives. The folks at CCM instill a feeling of security that cannot be overstated.
I'm amazed by the level of service from CCM. Lee and Vince are excellent advisors who look at the whole picture of a person and their money. I truly appreciate their thoughtful attention, consideration, and most of all - how they put me at ease and make the whole process of investing painless. I've seen positive results already and would recommend them to anyone.
Erica and Jason are very attentive to our values and life goals, which are critical to having a retirement strategy that we trust, have confidence in and matches our principles. We love that we meet regularly (twice/year) to receive an update, overview and recommendations for adjustments. We have been with CO Capital Management since our mid-thirties, which is an ideal time of life to begin preparing for retirement. They are very engaging and truly care about our lives, matching our investments and our drawdown plan to living a quality 65+ lifestyle.
We love working with the Colorado Capital team! They have managed our investments for about a year and half and have been a true blessing. Their management has been spot on and has given us great returns on our investments. They are incredibly attentive and spend time with us to explain the markets and what it happening with our investments as well as have given us very sound investment recommendations. This is a top notch firm with a caring, personable and brilliant team.
I have been with Colorado Capital Management for a number of years and can honestly say they have guided me and my investments in the most positive possible way. I am not very sophisticated in my knowledge of stocks and bonds but Vince and Lee are super patient with me, explaining everything in layman's terms and offering both patience and superior knowledge. Thank you Lee and Vince. I would be lost without you.
We have been with CCM for several years now and cannot say enough good things about them. Steve, Jason, Andy, Erica and the rest of the crew take time to understand us personally and align their investment strategy with our values and goals. They check in with us regularly to provide information, answer questions, and recommend new possibilities. They have a wonderful personal touch that makes us feel cared about, and they are helping us plan for our future. We recommend them wholeheartedly.
Our partnership with CCM has allowed us to have confidence through the current fiscal uncertainty that we are ideally positioned to meet our goals. They have worked with us to effectively manage our savings and investments. From a seamless onboarding to exceptional responsiveness they are an amazing team with which to collaborate.
My wife and I, both longtime CCM clients, have nothing but praise for the professional financial advice of Lee, Vince, Andy and the team. Earlier this year, we decided to "kick the tires" on living in Malta, the sunny island nation south of Sicily. Before considering whether to rent or purchase a place, we did Zoom calls with Lee and Vince, who walked us through the different scenarios and helped us pencil out the option that would work best for us tax-wise and as a potential second home and/or investment property. We appreciate that Lee and Vince have worldviews that align with ours, which makes it comfortable to discuss life choices that more conservative money managers would find eccentric or imprudent. They reallocated our portfolio to provide a stable, liquid source with which to fund the purchase without sacrificing the returns we need to retire comfortably. They have seamlessly executed the transactions with the various parties involved in the sale, enabling us to pay overseas vendors without issue. I don't think we would have been able to pull the trigger on this next step without their help.
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