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 T: +1.307.459.6516
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Education
    • Goal Planning
    • Housing
    • Women
  • Media
    • Article
    • Calculator
    • Infographic
    • Video
Rediscovering joy through childlike living
Bringing small moments of play, wonder and rest back into daily life comes with big benefits.
Family & Lifestyle
Luxury on the water
Yacht vacations within reach for today’s traveler
Family & Lifestyle
Read
Read
Four ways to teach your kids about business

Set them up for professional – and personal – success. 

Business Ownership
Dollars and sense: Teaching financial literacy early pays off
Discover money lessons that set children up for success.
Family & Lifestyle
The risk inverse: Why – despite what you might think – more money means more planning
You might assume that risk goes down as wealth goes up. Logically, having the means should mean less danger, more confidence, fewer worries. But risk likes to do the last thing you expect.
Family & Lifestyle
Read
Saving for K-12 education with a 529 plan
Learn about using 529 plans for more than just college savings.
Family & Lifestyle
Read
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving
Read
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
Living history: The power of presence
Finding purpose and pleasure through docentry.
Family & Lifestyle
Wear, return, repeat
Buying is out. Borrowing is in.
Family & Lifestyle
The good of gratitude
Practicing daily gratitude can positively impact your health
Family & Lifestyle

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
  • T: +1.307.459.6516
  • 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.