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Interested In a Second Opinion? Meet With Your Financial Advisor HCCM Clients Wealth Management

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

 

Helpful Content

Buying vs. Leasing a Car

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Ready for Retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

 

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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