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.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
There are things about Social Security that might surprise you.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
This calculator demonstrates the power of compound interest.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential capital gains taxes due on your transactions.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
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.
Have you explored all of your choices when it comes to managing your taxable income?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Here are five facts about Social Security that might surprise you.
Are you ready for retirement? Here are five words you should consider.
Smart investors take the time to separate emotion from fact.