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.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
An increasing number have been developed to help individuals with their personal finances.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Can you keep up with your children’s mobile slang?
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine your potential long-term care needs and how long your current assets might last.
This calculator will help determine whether you should invest funds or pay down debt.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help determine whether it makes sense to refinance your mortgage.
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 a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A bucket plan can help you be better prepared for a comfortable retirement.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
That big list of dreams and goals isn't the only way to look at your bucket list.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Have you found yourself suddenly single? Here are 3 steps to take right now.