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.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
A few strategies that may help you prepare for the cost of higher education.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
One way to find money is to examine your current spending habits and eliminate money wasters.
Don’t overlook the need for renter’s insurance if you rent your home.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps estimate your federal estate tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Smart investors take the time to separate emotion from fact.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Even low inflation rates can pose a threat to investment returns.
How will you weather the ups and downs of the business cycle?