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.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Understanding the value of a home warranty.
Knowing the rules may help you decide when to start benefits.
A quick look at how federal income taxes work.
Protect yourself against the damage that your homeowners policy doesn’t cover.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you should be saving for college.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work to pay your federal tax liability.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
That big list of dreams and goals isn't the only way to look at your bucket list.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Even low inflation rates can pose a threat to investment returns.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What does your home really cost?
Here’s a crash course on saving for college.