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Jason N

ChFC®, Series 63, Series 65

Montrose, CO

High Country Capital Management

Jason Napoli is a ChFC® with 15 years of industry experience, serving as President and Principal at High Country Capital Management since 2012. He is based in Montrose, Colorado, and holds Series 63 and Series 65 licenses. High Country Capital Management serves individuals, business owners, qualified retirement plans, trusts, estates, and charitable organizations, offering financial and investment planning, asset allocation, portfolio management, and retirement-plan consulting. The firm employs a collaborative investment process that integrates Modern Portfolio Theory with fundamental and technical analysis, utilizing diversified portfolios of mutual funds, ETFs, bonds, and select individual securities.

General retirement planning General tax planning Wealth management Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Justin M

Series 65

Montrose, CO

High Country Capital Management

Justin Mckenna is a financial advisor at High Country Capital Management in Montrose, CO, holding a Series 65 credential with 15 years of industry experience. He has been with High Country Capital Management since 2007. High Country Capital Management serves individuals, business owners, qualified retirement plans, trusts, estates, and charitable organizations by providing financial and investment planning, asset allocation, and ongoing portfolio management. The firm employs a collaborative investment process that integrates Modern Portfolio Theory with fundamental and technical analysis, supported by a systematic manager-research approach.

General retirement planning General tax planning Wealth management Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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