Cimarron Wealth Management, Inc.

Cimarron Wealth Management, Inc. Now Helping More Clients Live Their
Lives by Design, Not by Default. Cimarron Wealth Management, Inc.

is an independent financial services firm dedicated to assisting clients with their financial concerns. We strive to simplify your financial life and give you confidence about your future so you can focus on your passions. It starts with the foundation of investment, estate and tax planning discussions, but our passion is honest conversations about purpose, legacy and generosity. We recently changed our name from Colorado West Investments to Cimarron Wealth Management. The heart of our operation is still in Western Colorado and investments is still a key part of the work we do. But in recent years our team has grown, our client community has spread and our work has evolved beyond investments." To learn more about Cimarron Wealth Management, visit https://www.wealthwithapurpose.com/

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Advisors associated with Cimarron Wealth Management, Inc. may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Cimarron Wealth Management, Inc. or (2) solely investment advisor representatives of Cimarron Wealth Management, Inc., and not affiliated with LPL Financial. Investment advice offered through Cimarron Wealth Management, Inc., a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit our home page at www.wealthwithapurpose.com

Cybersecurity Awareness Month is a global initiative every October that raises awareness about online safety and empower...
10/07/2026

Cybersecurity Awareness Month is a global initiative every October that raises awareness about online safety and empowers individuals and businesses to protect themselves from cybercrime.๐Ÿ•ต๏ธ

Strengthen your defenses this Cybersecurity Awareness Month. ๐Ÿ”

Multi-factor authentication can add an extra layer of protection for your online accounts.โš”๏ธ Use it to help keep data thieves at bay.๐Ÿ›ก๏ธ

World Teachersโ€™ Day on October 5th honors teachers and teacher organizations making vital contributions to the education...
10/05/2026

World Teachersโ€™ Day on October 5th honors teachers and teacher organizations making vital contributions to the education and development of our future leaders.

If you think back to your school years, you are bound to think of at least one teacher who made a difference in your life. Maybe they helped set you on the right career path. One may have encouraged you to step out of your comfort zone and try something new. Or maybe they helped you when you felt unaccepted by your peers. Even though a teacherโ€™s job is to teach, they wear many hats. They are also counselors and friends. To some students, they may even be guardian angels.

While teaching is indeed a noble career, it is a challenging one, as well. It seems that more than ever, teachers are having a difficult time. Some of the things they contend within the classroom each day are disruptive environments, lack of resources, and limited time. For teachers who have many students, it can be difficult to provide individualized attention.

As teachers prepare students for the future, itโ€™s more important than ever to recognize the difficult job they do.

World Teachersโ€™ Day on October 5th honors teachers and teacher organizations making vital contributions to the education of our future leaders.

October is Breast Cancer Awareness Month, a time to come together as a community and support those affected by this dise...
10/05/2026

October is Breast Cancer Awareness Month, a time to come together as a community and support those affected by this disease. ๐ŸŒธ๐ฆ‚๐–จ†๐€ช๐– ‹

Let's spread awareness, show compassion, and stand strong against breast cancer! ๐ŸŽ—๏ธ๐Ÿฉท

October has arrived, marking the beginning of U.S. Financial Planning Month. ๐Ÿ’ณ๐Ÿ“‰Throughout this month, we will be sharing...
10/02/2026

October has arrived, marking the beginning of U.S. Financial Planning Month. ๐Ÿ’ณ๐Ÿ“‰

Throughout this month, we will be sharing valuable insights and practical tips to help you make informed decisions. Our goal is to assist you in taking control of your financial goals. ๐Ÿ’ช

Let's make October a time to pause and reflect on your financial path and your goals.๐Ÿ’ธ๐Ÿ’ฐ

Every year on October 1st, International Coffee Day celebrates one of the worldโ€™s favorite beverages. โ˜•๏ธŽIt probably does...
10/01/2026

Every year on October 1st, International Coffee Day celebrates one of the worldโ€™s favorite beverages. โ˜•๏ธŽ

It probably doesnโ€™t surprise you that coffee is one of the most consumed beverages in the world. In fact, after water and tea, coffee is the third most consumed beverage in the world. โ˜•

Almost 10 million bags of coffee around the globe are exported each month. In the United States, Americans drink 400 million cups of coffee a day. That sounds like a lot of coffee! But you might be surprised to know the United States doesnโ€™t even make the top ten for coffee-addicted countries.๐Ÿต๐Ÿƒ

https://nationaldaycalendar.com/celebrations/international-coffee-day-october-1

The AOTC provides a tax credit of up to $2,500 per eligible student for the first four years of post-secondary education...
09/30/2026

The AOTC provides a tax credit of up to $2,500 per eligible student for the first four years of post-secondary education. On the other hand, the LLC offers a tax credit of up to $2,000 per tax return for any level of post-secondary education, including graduate courses, provided the taxpayer meets certain income requirements.

This is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax professionals to understand whether you might qualify for any tax credits before moving forward with AOTC or LLC.

๐Ÿšจ๐Ÿ”ง๐ŸŒ Teach Youth to Prepare for Disasters ๐ŸŒ๐Ÿ”ง๐ŸšจDid you know that September is National Preparedness Month? It's the perfect...
09/28/2026

๐Ÿšจ๐Ÿ”ง๐ŸŒ Teach Youth to Prepare for Disasters ๐ŸŒ๐Ÿ”ง๐Ÿšจ

Did you know that September is National Preparedness Month? It's the perfect time to empower our youth with the knowledge and skills they need to be prepared for any disaster. Here are some important steps to help teach young people about disaster preparedness:

๐Ÿ”ง Start the conversation: Engage children in discussions about different types of disasters and why it's important to be prepared. Use age-appropriate language and examples to help them understand.
๐Ÿ”ง Create a family emergency plan together: Involve children in the process of developing an emergency plan for your household. Teach them what to do, where to go, and whom to contact in case of an emergency.
๐Ÿ”ง Assemble an emergency kit: Show children how to gather essential supplies like water, non-perishable food, flashlights, and first aid items. Explain why each item is important and how they can help during a crisis.
๐Ÿ”ง Practice emergency drills: Conduct regular drills to familiarize children with evacuation procedures and safety protocols. Make it interactive and fun to reduce anxiety and build confidence.
๐Ÿ”ง Encourage them to spread the word: Empower children to share their knowledge with friends, classmates, and neighbors. Encouraging others to be prepared can create a ripple effect of readiness in the community.

By teaching youth about disaster preparedness, we are equipping them with lifelong skills that can save lives and build resilience.

๐Ÿ From crisp mornings to cozy sweaters and pumpkin-spiced everything, this is the perfect season to reflect on your fina...
09/25/2026

๐Ÿ From crisp mornings to cozy sweaters and pumpkin-spiced everything, this is the perfect season to reflect on your financial strategy. Whether you're savoring the autumn air or tackling your Q4 goals, take a moment to enjoy all the little things that make fall feel so special. โœจ

Let the fall vibes fuel your focus and inspiration!

UGMAs and UTMAs take the form of a trust. Your child can use the UGMA or UTMA funds to pay for college; however, once th...
09/23/2026

UGMAs and UTMAs take the form of a trust. Your child can use the UGMA or UTMA funds to pay for college; however, once that age is reached, your child can also use the money to pay for anything else.

Using a trust involves a complex set of tax rules and regulations. Before moving forward with a trust, consider working with a professional who is familiar with the rules and regulations.

๐Ÿšจ๐Ÿ”ง๐ŸŒ Protect Your Family and Your Property from Disasters ๐ŸŒ๐Ÿ”ง๐ŸšจDid you know that September is National Preparedness Month? ...
09/21/2026

๐Ÿšจ๐Ÿ”ง๐ŸŒ Protect Your Family and Your Property from Disasters ๐ŸŒ๐Ÿ”ง๐Ÿšจ

Did you know that September is National Preparedness Month? It's the perfect time to take action and safeguard your family and property from potential disasters. Here are some crucial steps to help you protect what matters most:

๐Ÿ”ง Conduct a home safety assessment: Identify potential hazards in and around your home, such as loose wiring, blocked exits, or overgrown vegetation, and take necessary measures to mitigate them.
๐Ÿ”ง Review your insurance coverage: Ensure that your homeowners or renters insurance policy adequately covers potential risks like floods, earthquakes, or wildfires. Consider additional coverage if needed.
๐Ÿ”ง Create a home inventory: Document your valuable possessions by taking photos or videos, and keep a detailed list of important items. This will assist with insurance claims in case of damage or loss.
๐Ÿ”ง Secure your property: Implement measures such as installing smoke detectors, carbon monoxide alarms, fire extinguishers, and sump pumps to protect against various hazards.
๐Ÿ”ง Develop an emergency response plan: Establish evacuation routes, designate a safe meeting point, and ensure that all family members are aware of what to do in case of a disaster.
๐Ÿ”ง Share information with neighbors: Encourage your neighbors to also prepare and exchange contact information, fostering a sense of community resilience.

By taking proactive steps to protect your family and property, you can mitigate the impact of disasters and increase your overall preparedness.

Address

1701 E. Niagara Road
Montrose, CO
81401

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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