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Rocky Mountain Wealth Advisors

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Windsor, CO
Rocky Mountain Wealth Advisors

Your partners for retirement planning, investment management, & alternative investments

At Patterson Financial Solutions have a commitment to excellence in everything we do.

07/18/2026

Q2 didn't just recover, it delivered the best quarterly gains in years across the S&P, NASDAQ, and Dow. But strong quarters often raise the stakes for what comes next. We broke down what's driving it and what we're watching heading into the second half. 👇

What savvy investors are watching now

07/16/2026

The 5 years before and after retirement are called ”the fragile decade” for good reason. A market drop at the wrong moment. A tax strategy that hasn't kept up with new rules. Social Security claimed too early. These aren't rare mistakes, they're common ones. Download our free retirement checklist and find out which of the 22 critical questions you still need to answer. 📩 Free guide Already have it? Let's review it together. Book a free 1-on-1 session and I'll tell you exactly where your plan stands.

This checklist is for you.

07/14/2026

There's probably a pest control company near you with three trucks and a full calendar. No office. No venture funding. No press coverage. But here's what it does have: repeat customers, recurring demand, and a business model built on the fact that pests come back whether the economy is good or bad. This month's newsletter explores why ”boring” businesses are quietly outperforming the ones making headlines and what that might mean for you. Read the full story

Hint: it is probably down the street from you

07/09/2026

Retirement isn't just about saving enough, it's about knowing the right questions to ask before it's too late. Most people within 5 years of retirement have never stress-tested their income plan, their tax strategy, or their market risk exposure. The result? Surprises that cost them years of lifestyle. I put together a free 3-part checklist that walks you through exactly where the hidden gaps are. 📋 Grab your free copy here And if you want to sit down and walk through it together, I'm offering complimentary retirement review sessions right now. One conversation could change your trajectory.

Use this FREE checklist to kickstart your work-free life.

07/07/2026

You'd probably guess a tech company or SpaceX if someone asked you to name the most profitable businesses in America. Most people do. But the largest self-storage company in the U.S. posted a 37% net profit margin last year. This is more than triple the broader market average. No app. No IPO. Just units that never seem to sit empty. That's the story in this month's newsletter. Some of the steadiest cash flow in American business is hiding in the most boring places. Click to read

Which "boring" business tops the charts?

06/25/2026

Here's something many people don't learn until it's too late: A 20% market drop at age 45 is uncomfortable. The same drop at 65 — when you're drawing income from your portfolio — can permanently change your retirement trajectory. It's called sequence-of-returns risk. And it's one of the most overlooked threats to retirement security. The good news: there are real, practical strategies to manage it. But they require a plan — not just a portfolio. If you're within 10 years of retirement (or already there), I'd love to sit down with you for a complimentary portfolio review session. We'll look at your risk exposure, your withdrawal structure, and whether your current setup is built for the phase of life you're actually in. It's a conversation worth having before the market decides to have it for you. 📅 Download the checklist and then grab a spot on my calendar

Your portfolio is more than a performance number.

06/23/2026

Estate planning isn't a one-time checkbox. The deed interacts with the tax plan. The beneficiary forms interact with the will. The trust interacts with the property titles. When those pieces don't talk to each other, well-intentioned decisions can create expensive problems for the people you're trying to protect. If no one has looked at all of it together recently — for you or your parents — that's a conversation worth having. My latest newsletter walks through three real scenarios where this goes wrong, and what a better approach looks like. 👉 Read it here

Intentions are great. Outcomes matter. Here's what to know.

06/18/2026

Checking your portfolio and reviewing your portfolio are not the same thing. Checking = looking at performance numbers and moving on. Reviewing = asking whether your allocation still fits your timeline, whether your withdrawal strategy is tax-efficient, whether your risk exposure has quietly shifted, and whether your beneficiary designations still reflect what you actually want. If you've been doing one when you meant to be doing the other — you're not alone. And it's an easy fix. I'm offering complimentary portfolio review sessions this month for people approaching or recently in retirement. We'll go through the areas that actually matter and give you a clear picture of where you stand. No obligation. Just clarity. 🗓 Download the checklist and then book your session today.

This checklist shows you the difference.

06/16/2026

A lot of families set up a trust and feel like they've got everything handled. But if the home, the bank accounts, and the investment accounts were never retitled into the trust's name, the trust doesn't actually control them. It exists on paper — and does nothing when it's needed most. This is one of the most common estate planning gaps I see, and most people have no idea until it's too late to fix it. My latest newsletter breaks down this issue, plus two others, with plain-language explanations of what to do differently. 👉Read it here

Adding a child to the deed? Read this.

06/11/2026

There's a stretch of time — roughly 5 to 10 years before and after retirement — where the financial decisions you make carry more weight than almost any other period in your life. During this window: ✅ Withdrawal order can make or break your tax situation ✅ A portfolio that drifts without rebalancing can quietly increase your risk ✅ Beneficiary designations that haven't been updated can override your entire estate plan Most people don't realize how quickly these windows close. If you're in (or approaching) this phase, I'd love to offer you a complimentary 1-on-1 portfolio review. We'll look at where you stand today and talk through what, if anything, deserves a closer look. No sales pitch. Just an honest conversation.

The years around retirement are when alignment matters.

Address

1230 W Ash Street Ste. C
Windsor, CO
80550

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.rmwealthadvisors.com/

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