Heavens Peak Wealth Management
Advisors with D.A. Davidson & Co.



Individual Portfolio Management

Individual portfolio management is an important part of our practice. The types of investment vehicles used include common stocks, bonds, preferred stocks, Real Estate Investment Trusts (REITs), time-tested quality mutual funds managed by American Funds, and managed portfolios of index funds. Generating income through dividends and interest payments is important to our investment process as we have learned over time that "dividends do not lie."


We have two primary types of relationships, Advisory and Brokerage. A summary of both services is detailed below:

Advisory: Our team provides monitoring of overall market trends, economic conditions and investment performance from quarter to quarter and makes adjustments to your portfolio as needed. We have a committed team of investment professionals who are dedicated to daily monitoring of market activity.

Brokerage: As part of our service model, our team may conduct periodic reviews of client portfolios in order to respond to client circumstances, needs, or goals. We are dedicated to customizing services to your needs through engaging an outstanding team of support professionals and utilizing up-to-date technology to guide your financial progress.

Retirement Planning

The shift in demographic trends has driven our development and focus on the retirement planning space. As we age, and have worked hard to accumulate assets, we need to ensure we have enough to sustain our vision for ourselves, our families, and our community. Retirement planning includes the review of qualified retirement plans such as 401(k)s, 403(b)s, IRAs, pensions, as well as Social Security benefits. Our primary goal is to grow retirement assets as prudently as possible during the accumulation phase and then to position these assets to generate income in the distribution phase to fund retirement.

Comprehensive Wealth Planning

Comprehensive wealth planning includes the utilization of financial planning software, Social Security benefits analysis, and estate planning guidance and reviews. During this process, our clients are able to visualize and define their ideal retirement, from which we design a tailored wealth plan to put the action steps in place to ensure these goals are met. Through the resources available to us at D.A. Davidson, we are able to provide complimentary access to a wide range of professional resources including tax and estate planning attorneys, financial planners, insurance specialists, trust services, and retirement benefits experts.

Weekly Market Update - 12/04/23 - Goldilocks is a Positive Story

Weekly Market Update - 11/27/23 - Did Santa Arrive Early?

Weekly Market Update - 11/20/23 - Inflation Data to Keep the Fed at Bay

Weekly Market Update - 11/13/23 - Equity Rally, Narrow Leadership, Earnings Upside

Weekly Market Update - 11/06/23 - Jobs Miss But Lower Interest Rates Elevate Investor Sentiment

DA Davidson Day 2023 - Click to Watch Video Here

Weekly Market Update - 10/30/23 - S&P 500 Pullback From Highs Deepens

Weekly Market Update - 10/23/23 - October Weakness Extends Equity Pullback

Weekly Market Update - 10/16/23 - Budget Deficit Grows as Tax Receipts Drop

Weekly Market Update - 10/09/23 - No Quit in the Jobs Market; Israel Attacked

Weekly Market Update - 10/02/23 - Equities Weak in Q3, Balancing Risks

9/27/23 - Perspectives: Explore our thought leaders' latest insights and ideas

Weekly Market Update - 9/25/23 - A September Fed Pause, But Interest Rates Remain Elevated

Weekly Market Update - 9/18/23 - Federal Reserve Meeting Expectation and Anthoer Budge Battle

Weekly Market Update - 9/11/23 - September Is Often A Weak Month For Equities

Weekly Market Update - 9/05/23 - A "Goldilocks" Jobs Report

Weekly Market Update - 8/28/23 - No Suprises at Jackson Hole

Weekly Market Update - 8/21/23 - Jackson Hole to Grab Spotlight

Weekly Market Update - 8/14/23 - Elevated Interest Rates Weigh on Equities

Weekly Market Update - 8/07/23 - Jobs Growth Slows, Wages Higher

Weekly Market Update - 7/31/23 - Business Investment Drives GDP Upside

Weekly Market Update - 7/24/23 - Fed Meeting, GDP Report, and Earnings Ahead

Weekly Market Update - 7/17/23 - Inflation Improves But The Job's Not Finished

Weekly Market Update - 7/10/23 - Jobs Gains Point to Higher Interest Rates

Weekly Market Update - 7/03/23 - Equities Navigate Challenges; Post Strong First Half

Weekly Market Update - 6/26/23 - Equities Take a Breather After Multi-Week Gains

Weekly Market Update - 6/20/23 - Fed Pause Comes With A Caveat

Weekly Market Update - 6/12/23 - Are We Really in a New Bull Market?

Weekly Market Update - 6/05/23 - Jobs Gains & Debt Deal Lift Spirits

Weekly Market Update - 5/30/23 - Technology Rally Lifts S&P 500 to New 2023 Highs

Weekly Market Update - 5/22/23 - Negotiations Continue as Debt Ceiling Deadline Nears

Weekly Market Update - 5/15/23 - Range-Bound Market and Narrow Leadership

Weekly Market Update - 5/08/23 - Labor Market Resilient While Fed Hikes

Weekly Market Update - 5/01/23 - GDP Misses Final Estimates; Don't Blame Consumers

Weekly Market Update - 4/24/23 - Mixed Economic Signals Keep Markets on Edge

Weekly Market Update - 4/17/23 - Equities Hold YTD Gains as Earnings begin

Weekly Market Update - 4/10/23 - Healthy Jobs Market Moderating

Weekly Market Update - 4/03/23 - Equities Deliver Strong Quarterly Gains

Weekly Market Update - 3/27/23 - Fed Hikes Rates Again, Future Path Uncertain

Weekly Market Update - 3/20/23 - Making the Case for a Fed Pause

Weekly Market Update - 3/13/23 - Fed Response Calms Immediate Market Fears

Weekly Market Update - 3/06/23 - Market Gains Reflect Positive Sentiment

Weekly Market Update - 2/27/23 - January Consumer Data Stays Hot

Weekly Market Update - 2/21/23 - Updated 2023 Recession Watch 

Weekly Market Update - 2/13/23 - Interest Rates Trend Higher After Three Months of Declines

Weekly Market Update - 2/06/23 - Huge January Jobs Gains Create Market Uncertainty

Weekly Market Update - 1/30/23 - 4Q22 GDP Growth Not as Strong as it Appears

Weekly Market Update - 1/23/23 - Retail Sales Reflect Consumer Challenges

Weekly Market Update - 1/17/23 - Fed is Likely Happy With Recent Inflation Trends

Weekly Market Update - 1/9/2023 - December Jobs Report Looks Good

Weekly Market Update - 1/3/23 - S&P Index Posts its Weakest Year Since 2008