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.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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Five creative (and inexpensive) ideas for motivating your employees.
A New Way to Look at Your Bucket List
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Read this overview to learn how financial advisors are compensated.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
An increasing number have been developed to help individuals with their personal finances.
How Medicare can address health care needs in your retirement strategy.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Do you have causes that you want to support with donations?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
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Around the country, attitudes about retirement are shifting.
When do you need a will? The answer is easy: Right Now.