Lee Strongwater

President & Senior Advisor

Role: President & Wealth Manager at Colorado Capital Management
Location: Boulder, CO, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Lee Strongwater

We seek to understand the purpose money serves for you before we put it to use; we do…

Experience

President & Wealth Manager
Colorado Capital Management
Feb 2025 — Present

Education

University of Colorado at Boulder
BA
1979 — 1983
Columbia | SIPA
Masters
1986 — 1988

Skills

Wealth Management
Personal Financial Planning
Investment Advisory
Asset Managment
Strategy
Asset Allocation
Mutual Funds
Financial Analysis
Investment Strategies
Alternative Investments
Private Equity
Investment Management
Due Diligence
Etfs
Small Business
Retirement Planning
Securities
Retirement
Strategic Financial Planning
Financial Advisory
Wealth
Financial Risk
Portfolio Management
Investments

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
l•••@coloradocap.com
Personal email
•••••@•••••.com
Direct dial
+17•••••••15

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Current company

Colorado Capital Management

Investment Management · 13 employees · Founded 2000 · Boulder, Colorado, United States

Colorado Capital Management Inc.(CCM) is a Boulder based wealth advisor providing independent fee-only financial planning and portfolio management for high net worth investors. CCM was founded in and provides additional expertise and access to impact/socially focused investment opportunities, both in the private and public sector. CCM is a Certified B Corp, having met the rigorous standards of social and environmental performance, accountability and transparency. DISCLAIMER: The information contained on this site is for informational purposes and should not be considered a recommendation or investment advice. This profile should not be considered a solicitation of services. Links to websites and other resources operated by third parties are provided solely as a convenience and there can be no assurance as to the accuracy or completeness of the information. I am not responsible for any third party content, services, products or information. NOTICE: As a SEC registered investment advisory firm, CCM is restricted from using any form of testimonial relating to our investment advisory services. We appreciate your acknowledgements, but LinkedIn recommendations/endorsements are viewed as a testimonial by the SEC so we ask that you do not provide any recommendations or endorsements.

coloradocap.com

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About Lee Strongwater

Experience

President & Wealth Manager

Education

University of Colorado at Boulder

Columbia | SIPA

Skills

Find verified contacts for anyone on LinkedIn