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.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
What can be learned from the savings rate?
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Understanding how a stock works is key to understanding your investments.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you should be saving for college.
This calculator shows how inflation over the years has impacted purchasing power.
There are a number of ways to withdraw money from a qualified retirement plan.
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 some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
A quick history of the Federal Reserve and overview of what it does.
Taking your Social Security benefits at the right time may help maximize your benefit.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.