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 Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Here are six flags that may make your tax return prime for an IRS audit.
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This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
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Making the most of surprises is a great reason to work with us.
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Roth IRAs are tax advantaged in a different way from traditional IRAs.
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