Skip to content
Heart Mountain Wealth Management  logoHeart Mountain Wealth Management  logo
  • Home
  • About Us
    • About Us
    • David Leighton
    • Our Investment Philosophy
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Families and Individuals
    • Pre-Retirees
    • Retirees
    • Women Investors
  • How We Serve
    • How We Serve
    • Our Process
    • Financial Planning
    • Portfolio Management
    • Retirement Planning
    • Risk Management
  • Resources
    • Resources
    • Client Access Videos
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Heart Mountain Wealth Management
    661 Wyoming Ave Suite 1 Powell, WY 82435-1902 T: 307.459.6516
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Media
    • Article
    • Audio
    • Calculator
    • Checklist
    • Commentary
    • Document
    • Infographic
    • Newsletter
    • Video
    • Webinar
Volunteerism rebounds
Big and small ways Americans are making a difference.
Estate & Giving
Markets overcome mid-month pullback in November
12/1/2025
Despite tech losses, the broader market rallied on increased expectations for a December rate cut.
Markets & Investing
Read
Read
Fed decision
12/1/2025
Rob Tayloe discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Financial resolutions for 2026
Start the new year right by reviewing and revamping your financial plan.
Family & Lifestyle
December to deliver data, rate decision and more
11/26/2025
Raymond James Chief Investment Officer Larry Adam offers three things to keep an eye on in as we head into December.
Markets & Investing
Read
The shareholders’ cut
What dividends communicate to the most important people in the conversation.
Markets & Investing
Read
Don’t forget to pack your health insurance
Stay protected abroad, and save thousands, with travel medical insurance.
Family & Lifestyle
Read
Investors have much to be thankful for in 2025
11/21/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
September employment surprised to the upside
11/21/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Infographic: Building a complete care team for a confident retirement
10 professionals worth having on speed dial.
Retirement & Longevity
What the ‘One Big Beautiful Bill Act’ means for your business
The 2025 legislation has implications for businesses of all sizes.
Business Ownership

The future at your fingertips

Heart Mountain Wealth Management  logoHeart Mountain Wealth Management  logo
  • Heart Mountain Wealth Management
  • 661 Wyoming Ave Suite 1 Powell, WY 82435-1902
  • T: 307.459.6516
  • Map & Directions
  • Map & Directions

Golden State Form CRS

Investment advice offered through Golden State Equity Partners (GSEP), an investment adviser registered with the U.S. Securities and Exchange Commission. Heart Mountain Wealth Management is a DBA of GSEP. Registration as an investment adviser does not imply a particular level of skill or training.