WELCOME TO ROCKY MOUNTAIN WEALTH MANAGEMENT, LLC
Rocky Mountain Wealth Management, LLC was founded in 2006 by Cain Kobert, CFP®. Based out of Boulder, Colorado, RMWM has been built on a solid foundation of responsive, excellent client service and in depth financial market knowledge. Success is viewed as bringing our client’s financial goals into alignment with their life goals.
Cain has assembled a team with over 60 years of experience in the Financial Services industry. Our entire team is devoted to providing comprehensive wealth management planning for individuals, families and businesses across the United States. RMWM also has a large presence in Michigan and is currently expanding in the Savannah, GA and Naples, FL regions.
Our team is dedicated to ongoing professional education to benefit our clients. As such, Cain has achieved the prestigious CERTIFIED FINANCIAL PLANNER™ designation.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Do your insurance needs stay the same when the nest empties?
A four-step framework for building a personal legacy.
When you’re married and have children, insurance needs will be different.
This worksheet can help you estimate the costs of a four-year college program.
Bonds may outperform stocks one year only to have stocks rebound the next.
At what point can you call a personal vehicle commercial?
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Do you know these three personal finance sayings?
Here’s a crash course on saving for college.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A special needs trust helps care for a special needs child when you’re gone.
Taking your Social Security benefits at the right time may help maximize your benefit.
It’s never a bad time to speak with your financial advisor about changes in your situation.