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
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Rightsizing for Retirement
What does your home really cost?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?