What Colorado Capital Management Is All About
Since 2000, Colorado Capital Management (CCM) has been enriching lives by helping clients align their wealth with what truly matters most. Based in Boulder, this fee-only financial advisory firm and certified B Corp takes a thoughtful, values-driven approach to wealth management. It’s not just about numbers here; it’s about purposeful planning, disciplined investing, and creating opportunities that reflect clients’ deepest values. CCM’s mission? To enrich lives through sophisticated investing, thoughtful planning, and meaningful impact.
The Main Benefits of Partnering with CCM
Here’s what sets CCM apart and why clients trust them:
- 25 years of experience providing wealth management tailored to individuals and families
- A commitment to values-driven service that puts clients’ needs first
- Development of meaningful, multi-generational relationships
- An exceptional client experience that goes beyond the typical financial advisory
- A strong B Corp score of 94.3, reflecting high standards in social and environmental performance
Understanding Wealth Management with CCM
Wealth management isn’t just about investments—it’s a comprehensive approach to enhancing and preserving financial well-being. CCM combines financial planning, investment management, tax strategy, estate planning, and retirement planning to optimize wealth based on each client’s unique goals and circumstances. It’s holistic, personalized, and designed to help clients navigate the complexities of their financial lives with confidence.
What Makes Fee-Only Wealth Management Different?
One key feature of CCM’s approach is the fee-only model. This means the firm is compensated solely through fees paid directly by clients—no commissions, no hidden incentives. This model ensures that advice is unbiased and truly aligned with clients’ best interests. It’s a refreshing approach in an industry where conflicts of interest can sometimes cloud judgment.
Choosing the Right Wealth Manager
Picking a wealth manager is a big deal. It’s about entrusting someone with your hard-earned assets and your financial future. CCM emphasizes the importance of asking the right questions and finding a partner who shares your values and understands your goals. It’s not just about expertise—it’s about trust, integrity, and a genuine commitment to your success.
Project Impact: Aligning with Sustainable Development Goals (SDGs)
- SDG 8: Decent Work and Economic Growth – fostering responsible wealth management that supports sustainable economic development
- SDG 12: Responsible Consumption and Production – promoting values-aligned investing that considers environmental and social impacts
- SDG 16: Peace, Justice, and Strong Institutions – operating with integrity and transparency to build trust
- SDG 17: Partnerships for the Goals – developing multi-generational relationships that support long-term impact
Core Values Driving CCM’s Success
At the heart of Colorado Capital Management are three core values that guide every decision and interaction:
- Integrity: Putting clients’ needs and interests first, always.
- Quality: Delivering an exceptional client experience that goes beyond expectations.
- Responsibility: Doing the right thing, even when no one’s watching.
These values aren’t just words on a page—they’re the foundation of a firm that’s been enriching lives for over 25 years, helping clients not just grow their wealth, but align it with what truly matters.
