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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.

11/03/2026

A will is an important step. In our view, it’s also where some estate plans quietly stall. A will speaks for you after you’re gone. It doesn’t name who can make financial or health care decisions for you if you can’t make them yourself. That’s one of six estate planning beliefs we unpack in this month’s Visual Insights Newsletter. How many sound true to you? 👉 Read the newsletter

6 common myths could leave costly gaps in your plan.

10/31/2026

If the words “rate hike” bring back memories of 2022, we think that’s a reasonable reaction. But today, inflation is high enough to concern the Fed while sitting well below the levels that drove the 2022 rate cycle. The past can’t predict what comes next. Still, it’s a useful reminder that rate hikes don’t automatically lead to a downturn. We covered the full quarter in five minutes

Here's what savvy investors should know

10/29/2026

Is an old retirement plan just sitting there? A few minutes now could save questions later. I'd encourage you to find out what your options are, even if the answer turns out to be ”leave it where it is.” Read this guide to see whether it makes sense to look at other options outside your old employer plan. Still not sure which one to choose? Schedule a call with us and we can help you discover which option works best for you.

A few minutes now could save questions later.

10/27/2026

People often come to me and ask me... ”Have I saved enough?” It's an important question. In my opinion, it isn't the only one. Here's another worth asking: if the market falls right around the time I retire, how would my plan respond? Keeping cash reserves for near-term spending, staying flexible with withdrawals, and having dependable income sources are levers that may help. If you're already retired, they may still give your strategy more room to respond. 👉 Read about it in this month's Visual Insights Newsletter

Retirement isn't just about how much you save.

10/24/2026

Q3 in three numbers: S&P 500: +2.0% NASDAQ: +2.2% Dow 30: –1.9% After a strong second quarter, the rally cooled and the major indexes went different directions. Was it just a pause after a strong run? We share our take, plus what could shape the final months of 2026

Here's what you need to know

10/22/2026

Leaving it. Rolling it over. Cashing out. Every option for an old retirement plan has advantages and trade-offs. Cashing out, for example, can trigger taxes and penalties. In my opinion, understanding the pros and cons before you make a move is time well spent. Our complimentary guide compares five options side by side. Want a second set of eyes on your own account? Request a meeting and we'll help you see whether looking at other options makes sense for you.

Understand the pros and cons before making a move.

10/20/2026

I have many client conversations about their ”Retirement Red Zone.” It's the ten years surrounding retirement, and I believe they deserve extra attention. Inside this month's newsletter: What the Retirement Red Zone is and why it matters Why two similar plans can end up in very different places Practical strategies that may help a plan weather market uncertainty 👉 Read this month's Visual Insights Newsletter

The ten years that deserve extra attention.

10/17/2026

In September, the Federal Reserve raised interest rates for the first time in three years. Why now? Inflation has stayed above the Fed’s 2% target. Part of it comes from supply shocks, like tight oil and fuel supplies, and rate hikes can’t fix those directly. Our Q3 Financial Quarterly explains what that means for the economy and what we’re watching through year-end. It’s a five-minute read.

Here's what savvy investors took away from Q3

10/15/2026

Still have an old employer retirement plan? I believe a good question to ask is: does it still fit my goals? Fees, investment choices, and withdrawal flexibility can look very different from one option to the next. Read our complimentary guide. Then we can help you make sense of your options and help you choose the best one that fits your particular situation.

Discover your next step with this complimentary guide.

10/13/2026

The five years before and after retirement form a critical decade I call the “Retirement Red Zone.” In football, moving the ball between the 20's is one thing. But once you enter the red zone, the pressure increases and every decision matters more. Retirement planning works much the same way. You’re transitioning from building your savings to relying on them, and a market downturn during this period could make that transition more challenging. You can’t control the markets, but you can prepare for a range of possibilities. 👉 See how in this month’s Visual Insights Newsletter.

Meet the Retirement Red Zone.

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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