Rocky Mountain Wealth Partners was created to provide access of a full suite of financial professionals. We see the opportunity in working with estate planning attorneys, CPA’s, mortgage brokers, and tax strategists. We have partnered with experts in each of these fields to give clients a comprehensive approach to their wealth planning. We also partner with clients' existing attorneys and CPA’s to help build a clear and comprehensive life plan.
Rocky Mountain Wealth Partners has a combined experience of well over 100 years between us with emphasis in a number of areas expertise. We invite you to visit with us to explore options that you may have never considered.
Investing and investment strategies involve risk including the potential loss of principal. Past performance is not a guarantee of future results. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. The information does not represent, warrant or imply that services, strategies or methods of analysis offered can or will predict future results, identify market tops or bottoms or insulate investors from losses.
Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. As a firm, our focus is to understand your goals and develop a plan to reach them. This can take place in a number of ways. You can choose from a full service planning and investment program. This can include a comprehensive retirement plan that would include income planning, tax planning and legacy planning. We offer clients a great service where you can aggregate all of your investment banking credit card and loan accounts all in one location and have that information feed into a large library of financial reports. We can also offer investment advice from income planning to tactical asset management or a traditional systematic investment program.
Because there are many factors that may change in your situation or the environment it is important to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.
EQIS is an investing platform that allows investors with as little as $25,000 to take advantage of some of the same investment strategies that ultra high net worth investors have enjoyed for decades, such as separately managed accounts with multiple institutional money managers, providing broad diversification and tax efficiency. The purpose of EQIS is to reinvent wealth management by providing the average investor access to an asset management philosophy historically available to only ultra high net worth investors.
For the past eight years, we have been an innovator in social security planning. The one area that sets us apart is we do not tell everyone to wait till age 70 to start benefits. With our advanced calculators, we can run what-if scenarios to give you the best ages to start and maximize your Social Security benefits. We have partnered with one of the largest and most respected Social Security planning firms to make sure that we are at the cutting edge of benefit planning.
We have partnered with several CPAs and with our planning software we can run different scenarios to test tax strategies that you can then take to your CPA to see if it would benefit your tax situation. This is a very in-depth and sophisticated service that we can discuss in detail in our first or second meeting.
One of the first things that we do is to help you out line your beneficiaries and the strategies that you want to implement for them to receive your legacy. We will explain how different methods work, and explain the importance of transfer on death designations on individually held accounts. We also work with an estate planning attorney to help you map out the most successful legacy planning program that you can and then be here to answer questions or help you make changes in that program as life goes on. Click here for the Private Foundation Brochure.
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This content is developed from sources believed to be reliable and is for general information only. It is not intended to provide specific investment advice and should not be considered a recommendation or solicitation for the purchase or sale of any security. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice.
Rocky Mountain Wealth Partners and Geneos Wealth Management, Inc do not provide tax or legal services. Please consult tax or legal professionals for specific information regarding your individual situation.
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