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.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
There’s a link between debt and stress.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Regardless of how you approach retirement, there are some things about it that might surprise you.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your capital gains tax.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to assess the potential benefits of a home mortgage deduction.
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.
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.
There are some smart strategies that may help you pursue your investment objectives
Smart investors take the time to separate emotion from fact.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Roth IRAs are tax advantaged in a different way from traditional IRAs.