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.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Taking regular, periodic withdrawals during retirement can be quite problematic.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
One of the most common questions people ask about Social Security is when they should start taking benefits.
The uncertainties we face in retirement can erode our sense of confidence.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
What if instead of buying that home, you invested that money?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Even low inflation rates can pose a threat to investment returns.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.