Colorado Capital Management

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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Today: 9:00 am - 5:00 pm

25 Years

in Business

Accredited

Business

Amenities:

Wheelchair accessible

(303) 444-9300Call Visit WebsiteVisit Website Map & DirectionsDirections4430 Arapahoe Ave Ste 120Boulder, CO 80303 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Boulder with Investment Advisory Service

Eldorado Springs (10 miles)
Louisville (10 miles)
Niwot (12 miles)
Lafayette (13 miles)

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General Info

Founded in 2000, Boulder-based Colorado Capital Management provides independent fee-only portfolio management, financial planning, and impact investments for high-net-worth individuals, families, and foundations. Our team of experienced, caring, and credentialed professionals is dedicated to providing you with an exceptional client experience.

Email

BBB Rating

Extra Phones

Fax: (303) 444-2027

MobilePhone: (720) 510-1715

Payment method

discover, financing available, amex, visa, mastercard, all major credit cards

AKA

Colorado Capital Management Inc

Other Links

http://coloradocap.com

https://coloradocap.com/contact

Other Email

Categories

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

Other Information

Parking: Lot, Free

Wheelchair Accessible: Yes

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Details

Phone: (303) 444-9300

Address: 4430 Arapahoe Ave Ste 120, Boulder, CO 80303

Website: http://coloradocap.com

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Colorado Capital Management

Tax Planning
Fee-only advisors often offer holistic financial planning and wealth management services, covering areas like investment management, tax planning, estate planning, and retirement strategies. Their compensation is not tied to transactions, so their focus is generally on providing comprehensive, long-term strategies.
Charitable Giving
Advising on charitable giving strategies that align with a client’s philanthropic goals, while also providing potential tax benefits.
Estate Taxes
Tax Services
Income Tax
A) complete an advanced college-level course of study addressing the financial planning subject areas including insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;

Investment Management
Our powerful portfolio management tools allow investors to exclude companies they wish to avoid, and emphasize those with the best environmental, social and governance (ESG) practices. This encompasses considerations such as carbon footprint and environmental responsibility, gender equity and fair pay, leadership diversity and community relations. Â We also seek out fund managers that take an active role in initiating proxy campaigns and rallying shareholders to refocus corporate management on important sustainability and stakeholder considerations.
Mutual Funds
After Josh received the distribution of his inheritance, he was frustrated by the lack of attention he received from the Wall Street brokerage firm his parents had used. The firmâ€™s indifference became evident when Josh discerned his $2,000,000 portfolio consisted of a handful of individual stocks and very expensive, underperforming mutual funds, high fees and rapidly falling market values. Not surprisingly, Josh was struggling with how to properly manage and invest his inheritance and plan for his familyâ€™s long-term financial security.
Bonds
Wealth Management
When you partner with Colorado Capital Management, you get an independent, fee-only wealth management firm with top credentials, a proven track record and an outstanding reputation.

Accounting Services
Payroll Services

Financial Planning
Our latest thoughts and ideas on the economy, global markets, financial planning, impact investing and more. If you would like to know more about what we are thinking and how it may be of value to you, please contact us!
Retirement Planning
When John sold his business of 30 years, both he and his wife Lynn realized it was time to sit down and do some retirement planning. They were fairly confident that they had enough money to live the rest of their lives comfortablyâ€”assuming it was invested wisely. But there was much more they wanted to do with their wealth. John and Lynn wanted their heirs to be well taken care of, and they also wanted to give generously to charity.
Annuities
Laura is a high-income executive in the technology field with rapidly growing investment assets. When she first met with us, she was planning to leave her current company, which offered her many benefits, including qualified and non-qualified stock options, an employee stock purchase plan, 401(k) plan and several insurance options. She had several different brokerage accounts, annuities and insurance policies. She had also recently parted with her commission-based broker after becoming dissatisfied with performance, service and fee structure.
Long Term Care
We work with industry experts to assess if you have purchased reasonable protection to mitigate your major risks and if you are paying competitive rates. While we do not sell insurance, we can assist you with finding potentially attractive options for life, health, disability, long-term care, property and liability coverage.
Asset Management
Before joining CCM, Jason worked with Jackson National as a consultant for financial advisors. He helped create meaningful connections with families, creative asset allocation strategies, and tax-advantaged retirement-income solutions. During his tenure there he worked with over four thousand financial advisors across the country, was recognized multiple times as consultant of the year, and also managed a team of twenty-five individuals.Â
College Funding

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