Financial Advisor and Wealth Management in Montrose, Colorado
High Country Capital Management is a fee-only independent registered investment advisor located in picturesque Montrose and Crested Butte, Colorado. HCCM serves the Colorado communities Crested Butte, Montrose, Telluride, Gunnison, Ridgway and Ouray as well as communities across the state and nation.
A Distinctive Approach to Wealth Management
Since 1995, HCCM has provided individuals, families, and institutions with unbiased, professional investment planning and advice. The firm is dedicated to helping clients achieve their financial and investment goals. We employ a disciplined, systematic investment approach that includes quarterly investment review meetings. Learn more about our investment philosophy.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Probate can be a completely public process, or it can be managed to include as little information as possible.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
It sounds simple, but paying yourself first can really pay off.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate your monthly and annual income from various IRA types.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
$1 million in a diversified portfolio could help finance part of your retirement.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
With alternative investments, it’s critical to sort through the complexity.
Three things to consider before dipping into retirement savings to pay for college.
It's easy to let investments accumulate like the junk in a junk drawer.