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™.
TIPS for Inflation
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Should You Invest in Exchange Traded Funds?
There are nearly 1,200 ETFs available. Should you invest in them?
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
A quick look at how federal income taxes work.
Is your estate in order? This short quiz may help you assess your overall strategy.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
An increasing number have been developed to help individuals with their personal finances.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
A bucket plan can help you be better prepared for a comfortable retirement.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Estate conservation is too important to put off. Do you have a smart exit strategy?
$1 million in a diversified portfolio could help finance part of your retirement.
What are your options for investing in emerging markets?