Why CCM?
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.
Ten Reasons
to Work with CCM
Independent Fee-Only Wealth Management
No product sales, no commissions and no Wall Street affiliation.
Deep Expertise / 20+ Year Track Record
Exceptional qualifications, credentials and experience.
Evidence-Based Investing
Diversified, low-cost, long-term and tax-efficient.
Forward-Looking
Defining goals, identifying opportunities and planning your best future.
Values-Driven
Aligning your investments with your values.
Exceptional Client Experience
Outstanding client service and retention.
Top-Level Attention
Working with owners and senior staff who truly care about you.
Fiduciary Responsibility
Client interests come first. Always.
Complete Transparency
Safeguarding your assets with an independent custodian.
Giving Back / Certified B Corp.
Deep commitment to social and environmental responsibility.
Is CCM Right for You?
- Do you want to get more serious about investing but don’t have the time, expertise or inclination to manage your own portfolio?
- Has your account reached the point where you no longer feel comfortable handling it on your own?
- Have you just retired or sold your business, received an inheritance, settled a divorce or had a similar life-changing experience?
- Have you simply outgrown your broker or lost confidence in your current advisor?
If you answered “yes” to any of the questions above, now may be an ideal time for you to start benefiting from our wealth management services. You deserve to enjoy your wealth and the peace of mind that comes from knowing you have a sound financial plan and a professionally managed portfolio.