Rocky Mountain Wealth Advisors

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.

”The boring financial move often matters most.” No one gets excited about an emergency fund. But skipping it is why a fl...
09/08/2026

”The boring financial move often matters most.” No one gets excited about an emergency fund. But skipping it is why a flat tire turns into a credit card balance. Here's the layer-by-layer approach that may help you avoid it.

Some financial moves do more.

”When did you last look at your policy?” September is Life Insurance Awareness Month which is a good nudge to check whet...
09/03/2026

”When did you last look at your policy?” September is Life Insurance Awareness Month which is a good nudge to check whether your coverage still matches your life. New job, new house, new kid, new mortgage? Worth 20 minutes to find out.

You may be overlooking your most valuable asset

Retirement, debt, emergency fund, or investing, they're all reasonable. The order you tackle them in matters more than p...
09/01/2026

Retirement, debt, emergency fund, or investing, they're all reasonable. The order you tackle them in matters more than people think. See where you'd start.

The challenge is deciding what comes first.

Question I ask every new client: When's the last time someone looked at your whole portfolio? Not just the 401(k), not j...
08/27/2026

Question I ask every new client: When's the last time someone looked at your whole portfolio? Not just the 401(k), not just the brokerage account, but everything, together? If the honest answer is ”never,” that's worth 30 minutes of your time.

Portfolio $500k-$2M? FREE Guide

I find people are asking different a question: Instead of ”when can I retire” now people ask ”what do I want retirement...
08/25/2026

I find people are asking different a question: Instead of ”when can I retire” now people ask ”what do I want retirement to look like?” That's the real question now. Work, travel, family time, a new hobby, all of it. Your version gets to be yours. 📖 Explore what your next chapter could hold

Explore the next chapter you get to author.

Tax-deferred savings, capital gains treatment, tax-smart asset location... these aren't advanced concepts, but in my exp...
08/20/2026

Tax-deferred savings, capital gains treatment, tax-smart asset location... these aren't advanced concepts, but in my experience, many investors in the $500K-$2M range aren't using all of them together. That gap is usually where the money gets left on the table. Book a session and we'll find out if yours is.

Uncover specific strategies used by the wealthiest investors

Pensions used to do the work for you. Now, most of retirement funding falls on individual planning — 401(k)s, IRAs, and ...
08/18/2026

Pensions used to do the work for you. Now, most of retirement funding falls on individual planning — 401(k)s, IRAs, and decisions you make decades in advance. The question shifted from ”what will my company give me?” to ”what am I building?” 📖 Read about it here.

The shift from pensions changed the story.

”Never touch the principal” could be a good investment strategy. But now we are in a different interest rate and market ...
08/13/2026

”Never touch the principal” could be a good investment strategy. But now we are in a different interest rate and market environment. If your portfolio strategy hasn't been rebuilt since rates changed, you may be carrying more risk than you realize. Book a complimentary Perfect Cocktail Strategy Session and I'll walk through where your portfolio may be exposed.

"Perfect Cocktail" strategies used by wealthy investors

Retirement used to mean slowing down. Now it might mean a passion project, part-time consulting, or finally starting tha...
08/11/2026

Retirement used to mean slowing down. Now it might mean a passion project, part-time consulting, or finally starting that thing you never had time for. It's not one-size-fits-all anymore... and that's a good thing! 📖 Read how retirement became personal

Retirement is becoming more personal.

Good news is still news you should stress-test. Before you get too comfortable (or too cautious) about where markets are...
08/08/2026

Good news is still news you should stress-test. Before you get too comfortable (or too cautious) about where markets are headed, read why we're not chasing this rally... or fearing it.

Here's why we're not getting carried away

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1230 W Ash Street Ste. C
Windsor, CO
80550

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

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