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. In 2009, Kent Hansen, CRPC®, joined Rocky Mountain Wealth Management as a Financial Consultant. Success is viewed as bringing our client’s financial goals into alignment with their life goals.
Cain has assembled a team with over 150 years experience in the Financial Services industry. Our entire team is devoted to providing superior wealth management planning for individuals, families, and businesses across the United States, as well as internationally.
Our team is dedicated to ongoing professional education to benefit our clients. As such, Mr. Kobert has achieved the prestigious CERTIFIED FINANCIAL PLANNER™ designation. Additionally, Mr. Hansen is certified by the College of Financial Planning as a Chartered Retirement Planning Counselor™.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
It sounds simple, but paying yourself first can really pay off.
There are ways to improve your physical fitness without denting your fiscal fitness.
Regardless of how you approach retirement, there are some things about it that might surprise you.
It's important to make sure your retirement strategy anticipates health-care expenses.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to compare the future value of investments with different tax consequences.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Have you explored all of your choices when it comes to managing your taxable income?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
It's easy to let investments accumulate like the junk in a junk drawer.
Recent changes in estate tax laws could affect the strategy you have in place.
Smart investors take the time to separate emotion from fact.