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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


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Individuals have three basic choices with the 401(k) account they accrued at a previous employer.


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Determine if you are eligible to contribute to a traditional or Roth IRA.

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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Estimate how much of your Social Security benefit may be considered taxable.

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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.

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Principles that can help create a portfolio designed to pursue investment goals.

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

Principles of Preserving Wealth

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

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

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

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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Emerging Market Opportunities

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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