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.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
A change in your mindset during retirement may drive changes to your portfolio.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator may help you estimate how long funds may last given regular withdrawals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A special needs trust helps care for a special needs child when you’re gone.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
It's easy to let investments accumulate like old receipts in a junk drawer.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What are your options for investing in emerging markets?
The market is as unpredictable as the weather. We’d love to help you prepare.