Colorado Capital Management

"I have had an excellent experience with Colorado Capital Management for six years now and highly recommend their services. My financial advisor, Lee, has been exceptionally knowledgeable and informative while tailoring a portfolio that meets my financial needs and goals, often exceeding my expectations. Vince works side by side with Lee and has also impressed me with his insights and dedication to the team. They offer seminars on a regular basis which can be attended or viewed at a later date if unable to attend along with personal meetings to review and update my portfolio if necessary. I have never reached out to Lee and or Vince without getting a timely response from either of them. So, if you're looking for a highly motivated, knowledgeable and personable group of people to help you fulfill your financial goals, Colorado Capital Management is the place to help you succeed!"

"My wife and I have been working with Steve Ellis and the team at Colorado Capitol Management for over 15 years. Our experience has been wonderful. We feel very supported and informed. They have always been available for any questions that we might have. Everyone there is extremely personable, and takes time to understand our long-term goals and needs. We have recommended them to family and friends over the years. We give Colorado Capital Management our highest recommendation!"

"Colorado Capital has been integral in helping me achieve my goals and maintain financial security. My relationship with Lee and Vince is friendly, respectful, and evolving as we check in on a regular basis. Their transparent communication increases my trust and makes my financial plan a true collaboration. CCM’s monthly educational webinars allow clients to benefit from the entire staff. I highly recommend CCM!"

"Colorado Capital has managed my investments for 15 years. During this time, I have always earned solid returns given my risk / reward preferences. They have shown an excellent attention to detail. I heartily recommend Colorado Capital to investors who value peace of mind."

"Colorado Capital Management was highly recommended to me by a friend who had been a very happy client for several years. I've found that the team's personal approach and transparent investment strategy is a perfect fit for me. Jason and Lee took the time to educate me on many areas of investment that I was curious about, and helped me feel confident in the decisions we were making. I like that they use proven approaches for long-term management of my retirement assets, with flexibility for my individual situation. Speaking in clear, understandable language, and providing regular updates and check in's with me, gives me confidence in their personal long term commitment to my investment success and family's financial security. I highly recommend Colorado Capital Management!"