Aviator App

Aviator App We are a financial services practice under Raymond James Financial Services located in Bozeman, Montana offering investment portfolios and strategies.

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Mountain Wealth Investment Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

Wrote an opinion piece about asset prices and my thoughts on where we are potentially at (a few weeks ago).  Feel free t...
10/09/2023

Wrote an opinion piece about asset prices and my thoughts on where we are potentially at (a few weeks ago). Feel free to give it a read and get back to me with your opinions as well! I hope you all had a great weekend and have a fantastic week!

www.mountainwealthinvestmentgroup.com

How would an investment in the S&P 500 (If you could buy the S&P) perform over time if you purchased at the exact high e...
06/13/2023

How would an investment in the S&P 500 (If you could buy the S&P) perform over time if you purchased at the exact high each year? Read my new article to find out!

Enjoy the read, and feel free to reach out with any questions!

www.mountainwealthinvestmentgroup.com

Happy 2023 everyone!  Below, is an article that I wrote at the end of 2022 discussing my personal opinion on my industry...
01/18/2023

Happy 2023 everyone!

Below, is an article that I wrote at the end of 2022 discussing my personal opinion on my industry's idea of establishing "year-end targets". I hope you enjoy the read and feel free to reach out with your opinions of this as well!

www.mountainwealthinvestmentgroup.com

Happy Thanksgiving to all!I challenge you all to find something that maybe hasn't been easy this year, and find a way to...
11/24/2022

Happy Thanksgiving to all!

I challenge you all to find something that maybe hasn't been easy this year, and find a way to be grateful for it. Enjoy your time with family and friends over the coming days and feel free to leave a comment of what you are grateful for!

Happy Friday everyone, hopefully you've all had a great start to November!  Today's article is about a book I read in th...
11/04/2022

Happy Friday everyone, hopefully you've all had a great start to November!

Today's article is about a book I read in the last few weeks that I think anyone could enjoy. It sure makes me know how lucky we are to live in the world we do today compared to how it could have been. As always, feel free to let me know your thoughts as well!

www.mountainwealthinvestmentgroup.com

With many feeling the pains from their own financial situation, I think it is important to stay focused on the future no...
09/21/2022

With many feeling the pains from their own financial situation, I think it is important to stay focused on the future not the present.

In this article, I dive into my thoughts on how the public markets' can seem related to a Casino but with a big difference. Let me know your thoughts if you find the time and have a great week!

www.mountainwealthinvestmentgroup.com

I think all can take something from this read.  Always remember, at the end of the day stock ownership is like owning a ...
06/06/2022

I think all can take something from this read. Always remember, at the end of the day stock ownership is like owning a BUSINESS. They should be treated as such.

All the best to everyone and feel free to send me your feedback!

www.mountainwealthinvestmentgroup.com

My attempt to breakdown some of Cryptocurrency's positives & negatives in a brief article.  Feel free to send over some ...
05/11/2022

My attempt to breakdown some of Cryptocurrency's positives & negatives in a brief article. Feel free to send over some feedback! Always willing to have a thought provoking conversation.

www.mountainwealthinvestmentgroup.com

What a weekend it will be!  86 years ago, Horton Smith would be going on to win the first Masters Tournament in history ...
04/08/2022

What a weekend it will be! 86 years ago, Horton Smith would be going on to win the first Masters Tournament in history (1934). Here is a throwback picture of the tournament vs. the crowds today, take some time to enjoy the best sporting event of the year!

What a beautiful sunny day here in Bozeman, Montana!  I hope you all are blessed like we are here.  I have published a n...
03/24/2022

What a beautiful sunny day here in Bozeman, Montana! I hope you all are blessed like we are here.

I have published a new article on my website about the importance of trusting our youth. I think everyone could benefit from giving it a read, more than worth your time.

www.mountainwealthinvestmentgroup.com

Address

502 South 19th Avenue Suite #200
Bozeman, MT
59718

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+14065879275

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