Montrose, CO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Cimarron Wealth Management, Inc.
Team
Firm-wide stats for Cimarron Wealth Management, Inc.
About
Cimarron Wealth Management advises a mix of individual and institutional clients—ranging from retail and high‑net‑worth individuals to trusts, estates and corporate retirement plans—and provides ongoing asset management, financial planning, and retirement plan consulting and management. The firm offers both discretionary and non‑discretionary portfolio management, written financial plans, and retirement‑plan services that include fiduciary consulting and model portfolio recommendations.
The firm’s investment process emphasizes value‑oriented, long‑term investing within a framework of strategic and tactical asset allocation and model portfolios, supplemented by fundamental, technical and cyclical analysis techniques. Advisors tailor model selection and portfolio parameters to each client’s objectives and risk tolerance, and the firm makes use of tax‑aware and taxable/tax‑efficient model options when appropriate.
Compared with many peers, the firm is notable for having an associated person who is also a licensed attorney and who provides legal services to clients outside the advisory agreement, and for regularly offering educational seminars and public workshops on financial topics. The firm also notes the use of external information sources in its public disclosures and presents third‑party ratings in its marketing materials, practices that are less common among similarly sized team firms.
Based on Cimarron Wealth Management, Inc.
Location
1701 Niagara Rd
Montrose CO 81401
Advisors at this office
9
Advisors at this office
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