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
Keep on giving
Prioritizing philanthropy in retirement starts with strategy.
Estate & Giving
Looking ahead to 2026
12/29/2025
Raymond James Chief Investment Officer Larry Adam offers insight into his 2026 market outlook.
Markets & Investing
Watch Video
Read
Tech nostalgia: In with the old
What inspires the recent appeal of obsolete technology.
Technology & Innovation
Giving is a family affair
How to inspire charitable values for years to come.
Estate & Giving
12 wishes for the economy and markets
12/19/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Did employment numbers change the equation for the Fed?
12/19/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Read
The balancing act of income and net worth
Maintaining a balance between net worth and income will need to be adapted throughout your lifetime – learning strategies to manage the two can help.
Family & Lifestyle
Infographic: A guide to giving with purpose
For many people, philanthropy helps embody values and strengthen legacies. It starts with a plan and a strong sense of purpose.
Estate & Giving
2025 quick lookback & forward considerations
12/15/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Fed consensus is great; dissent is even better
12/12/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Exploring the sources of consumer frustration
12/12/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

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.