Investment advisory services are offered through RPC Wealth, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training. RPC Wealth, LLC and its investment adviser representatives are publicly listed on the SEC’s Investment Adviser Public Disclosure (IAPD) system. You may review the firm’s Form ADV and additional regulatory information at: https://adviserinfo.sec.gov/firm/summary/221532
For individuals who are also registered representatives of a broker‑dealer, background information is available through FINRA’s BrokerCheck at: https://brokercheck.finra.org
Insurance products are offered through Retirement Planning Center, LLC, a separate insurance agency affiliated with the adviser through common ownership and control. Advisory and insurance services are distinct and are provided under different compensation structures.
The content on this website is provided for informational and educational purposes only. Nothing on this site should be interpreted as:
Any investment decisions should be made based on your individual financial circumstances, goals, and risk tolerance. RPC Wealth provides personalized advice only after entering into a written advisory agreement and completing the required onboarding process.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee profits or protect against loss in declining markets. Past performance is not indicative of future results. All investments carry varying degrees of risk, and clients should carefully consider these risks before investing.
Certain investment adviser representatives may also be licensed insurance agents through Retirement Planning Center, LLC. When acting in that capacity, they may receive commissions or other compensation from insurance product sales. This creates a potential conflict of interest, which is disclosed to clients in advance. Clients are under no obligation to purchase insurance products through our representatives.
RPC Wealth does not provide legal or tax advice. Clients should consult with a qualified attorney, CPA, or tax professional regarding their specific legal or tax situation.
This website may contain links to third‑party websites or information believed to be reliable. RPC Wealth does not control, endorse, or guarantee the accuracy of third‑party content and is not responsible for any errors or omissions in such materials.
RPC Wealth is committed to protecting client privacy. The firm collects and maintains information necessary to provide advisory services and complies with applicable state and federal privacy regulations. A copy of the firm’s full Privacy Policy is available upon request and is provided to all clients at onboarding and annually thereafter. View our Privacy Policy:
Individuals showing a CFP® designation hold an active CERTIFIED FINANCIAL PLANNER™ certification. To earn the CFP® designation, the individual had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Designation holders also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends.
Individuals showing a CFA® designation hold an active CHARTERED FINANCIAL ANALYST™ certification. To earn the CFA® designation, the individual had to complete an approved educational program, pass a rigorous examination and meet stringent work experience requirements. Designation holders also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends.
Individuals showing a RICP® designation hold an active Retirement Income Certified Professional® certification, offered by The American College of Financial Services. To earn the RICP® designation, the individual had to complete an approved educational program, pass courses focused on retirement income planning and meet stringent work experience requirements. Designation holders also adhere to The American College Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends.
Individuals displaying the RSSA® designation hold an active Registered Social Security Analyst® certification. To earn the RSSA® credential, the individual must complete a comprehensive Social Security education program, pass a proctored examination, and meet defined professional standards. RSSA® designees also commit to a strict Code of Ethics and complete ongoing continuing education to stay current on Social Security rules, claiming strategies, and regulatory changes.
Josh Cumrine believes retirement isn’t the finish line – it’s base camp for the next adventure. As Co-Founder of Retirement Planning Center or the Rockies, he and his team help clients turn decades of hard work into a plan that funds the kind of life they want to live, not just the one they can afford to sit still for.
Josh’s path here wasn’t a straight line. Growing up, he chased three things: baseball, numbers, and helping people. Baseball didn’t work out as a career, but the other two did. He entered financial services in 2003, and over the years built a conviction that retirees can benefit from a comprehensive retirement planning approach that considers factors beyond investments alone.
That conviction became RPC’s Summit Retirement Guide™ – a process built around five key areas every solid retirement plan needs to address: Income, Investments, Taxes, Healthcare, and Legacy. Josh walks each client through the Guide personally, translating the technical into the clear, so they can move forward with confidence instead of doubt.
Outside the office, Josh is a husband and father to three sons (and one English Bulldog). A lifelong athlete, he remains deeply engaged in the fitness world today. He lives in Northern Colorado, where family, faith, and community keep him firmly rooted between adventures.
