Broker Check


                Crested Butte Grand Junction Montrose Telluride Vail

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

Financial Advisor and Wealth Management in Vail, Colorado

High Country Capital Management is a fee-only independent registered investment advisor with offices in Vail, Montrose and Grand Junction, Colorado. HCCM serves the Colorado communities of Vail, Avon, Edwards, Eagle, Crested Butte, Montrose, Telluride, and Grand Junction, 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

Retiring the 4% Rule

Retiring the 4% Rule

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

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

A Primer on Dividends

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

 

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

View all articles arrow

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Contributing to an IRA?

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

What Is My Current Net Worth?

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

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

View all calculators arrow

Investment Strategies for Retirement

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

Tax Management Strategies

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

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

Principles of Preserving Wealth

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

Your Cash Flow Statement

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

View all presentations arrow

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Rightsizing for Retirement

What does your home really cost?

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

View all videos arrow