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 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, Cain has achieved the prestigious CERTIFIED FINANCIAL PLANNER™ designation. Additionally, Denise is certified by the College of Financial Planning as a Chartered Retirement Planning Counselor™.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
In the face of divorce, making changes to insurance coverage may be overlooked.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Here's a breakdown of how the federal government spends your tax money.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Estimate your monthly and annual income from various IRA types.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much income may be needed at retirement to maintain your standard of living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
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.
There are some key concepts to understand when investing for retirement
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The market is as unpredictable as the weather. We’d love to help you prepare.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
When do you need a will? The answer is easy: Right Now.