Mountain Goat Wealth Management
Mountain Goat Wealth Management
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Compliance

Important Disclosures & Legal Information

Please read the following disclosures carefully. Mountain Goat Wealth Management is committed to full transparency in all aspects of our business.

Disclosure

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results.

Opinions expressed herein are solely those of Mountain Goat Wealth Management LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Mountain Goat Wealth Management LLC an Investment Advisor in the States of Utah, Texas, and Wyoming. Insurance products and services are offered through Simplicity Allegis, an unaffiliated company. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Utah, Texas, or Wyoming, or where otherwise legally permitted.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

Purchases are subject to suitability. This requires a review of an investor's objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

Links to Other Sites

The inclusion of any link is not an endorsement of any products or services by Mountain Goat Wealth Management LLC. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site.

When you follow a link to one of these sites neither Mountain Goat Wealth Management LLC, nor any agency, officer, or employee of the Mountain Goat Wealth Management LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.

Terms of Use

All information available through this website is the property of Mountain Goat Wealth Management (the Company) or its Information Providers and is protected by copyright and intellectual property laws. All rights reserved.

You may not reproduce, retransmit, disseminate, sell, publish, broadcast, nor shall the information be used in connection with creating, promoting, trading, or marketing financial instruments or products without the express written consent of the Company or its licensors. You are entitled to use the information it contains for your private, non-commercial use only.

Mountain Goat Wealth Management operates this website to provide information, related features and services. The terms and conditions set forth herein constitute a legally binding agreement between the Company and you regarding the terms on which the Company offers you access to the Service.

Please take a few minutes to review the Terms of Use. By accessing and using this website, you agree to be bound by each of the Terms of Use and all applicable laws and regulations governing the website. If you do not agree with any of the Terms of Use, you are not authorized to access or use this website for any purpose.

1. Contents Not Intended for Distribution or Use Where Prohibited

The information provided on this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject the Company to any registration requirement within such jurisdiction or country. Neither the information, nor any opinion contained in this website constitutes a solicitation or offer by the Company to buy or sell any securities, futures, options or other financial instruments or provide any investment advice or service.

2. These Terms of Use May Change Without Prior Notice

The Company reserves the right to modify these Terms of Use at any time without giving you prior notice. Your use of the website following any such modification constitutes your agreement to follow and be bound by the Terms of Use as modified. For this reason, we encourage you to review these Terms of Use whenever you use this website.

3. Notices of Restrictions on Your Use

The Service, the website and all data and information and/or content that you see, hear or otherwise experience on the website belongs to the Company, its partners, affiliates, contributors or third parties and may be protected by U.S. and international copyright, trademark, intellectual property and other laws.

You may download, print and store selected portions of the Content, provided that you do not copy or post the Content on any network computer or transmit, distribute, publish or broadcast the Content in any media, and do not modify or alter the Content in any way, or delete or change any copyright or trademark notice. No right, title or interest in any copied or downloaded Content is transferred to you as a result of any such copying or downloading.

4. Disclaimer of Warranties

By agreeing to grant you access, the Company does not obligate ourselves to do so or to maintain this site, or to maintain it in its present form, and we expressly reserve the right to modify, suspend or terminate your access privileges.

THE INFORMATION ON THIS WEBSITE IS PROVIDED AS IS. YOU EXPRESSLY AGREE TO ASSUME TOTAL RESPONSIBILITY AND RISK FOR YOUR USE OF THE WEBSITE AND THE SERVICE. THE COMPANY MAKES NO EXPRESS OR IMPLIED WARRANTIES, REPRESENTATIONS OR ENDORSEMENTS WHATSOEVER WITH RESPECT TO THE WEBSITE OR THE SERVICE. THE COMPANY EXPRESSLY DISCLAIMS ALL WARRANTIES OF ANY KIND, EXPRESS, IMPLIED, STATUTORY OR OTHERWISE, INCLUDING, BUT NOT LIMITED TO, IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE AND NONINFRINGEMENT.

THE COMPANY SHALL NOT BE LIABLE FOR ANY LOSS OR DAMAGE ARISING EITHER DIRECTLY OR INDIRECTLY FROM ANY USE OF THE WEBSITE, THE SERVICE OR ANY INFORMATION OR CONTENT CONTAINED THEREIN. IT IS SOLELY YOUR RESPONSIBILITY TO EVALUATE THE ACCURACY, COMPLETENESS AND USEFULNESS OF ALL INFORMATION OR CONTENT PROVIDED BY THE WEBSITE OR THE SERVICE.

5. Limitation of Liability

IF YOU ARE DISSATISFIED WITH THE WEBSITE OR ANY CONTENT ON THE WEBSITE, OR WITH THE TERMS OF USE, YOUR SOLE AND EXCLUSIVE REMEDY IS TO DISCONTINUE USING THE WEBSITE.

YOU UNDERSTAND AND AGREE THAT UNDER NO CIRCUMSTANCES WILL THE COMPANY BE LIABLE FOR ANY DAMAGES WHATSOEVER, INCLUDING ANY DIRECT, INCIDENTAL, CONSEQUENTIAL, EXEMPLARY OR INDIRECT DAMAGES ARISING OUT OF THE USE OF OR INABILITY TO USE THE WEBSITE, THE SERVICE, OR THE INFORMATION OR CONTENT PROVIDED THEREIN.

BECAUSE SOME STATES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES, SOME OF THE ABOVE LIMITATIONS MAY NOT APPLY TO YOU. IN SUCH STATES, THE COMPANY'S LIABILITY IS LIMITED AND WARRANTIES ARE EXCLUDED TO THE GREATEST EXTENT PERMITTED BY LAW.

6. General Provisions

These Terms of Use constitute the entire agreement of the parties with respect to the subject matter hereof, and supersede all previous written or oral agreements between the parties with respect to such subject matter.

The information in the website may contain typographical errors or other errors or inaccuracies and may not be complete or current. We therefore reserve the right to correct any errors, inaccuracies or omissions and to change or update information at any time without prior notice.

Hypertext links to third-party websites or information do not constitute or imply an endorsement, sponsorship, or recommendation by the Company of the third party, the third-party website, or the information contained therein.

These Terms of Use are governed by, and will be interpreted in accordance with, the laws of the State of Utah, Texas, and Wyoming, without regard to any conflict of laws provisions.

7. User Conduct

You agree not to take any action that interferes with the proper working of the website; imposes an unreasonable or disproportionately large load on the website's infrastructure; might compromise the security of the website; render the website or the Service inaccessible to others; or otherwise cause damage to the website or any Content contained on the website. You agree not to add to, subtract from, or otherwise modify the Content on the website except as expressly authorized by the Company in these Terms of Use or by a written agreement between you and the Company.

← Back to mountaingoatwealth.com Last updated: May 13, 2026
Mountain Goat Wealth Management
Mountain Goat Wealth Management

Born on a trail run in Millcreek Canyon. Guiding families through the financial climb to retirement.

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Bobby Goodman (385) 347-6776 483 Holstein Way Salt Lake City, UT
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© 2026 Mountain Goat Wealth Management, LLC. All rights reserved.

Mountain Goat Wealth Management is a Registered Investment Advisor in UT, TX, and WY. Investment advisory services involve risk, including possible loss of principal.

Advisory services are offered through Mountain Goat Wealth Management LLC, an Investment Advisor in the States of Utah, Texas, and Wyoming. Insurance products and services are offered through Simplicity Allegis. Mountain Goat Wealth Management LLC and Simplicity Allegis are unaffiliated entities.

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results.

Opinions expressed herein are solely those of Mountain Goat Wealth Management LLC and our editorial staff. Being registered as an investment advisor does not imply a certain level of skill or training.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

Purchases are subject to suitability. This requires a review of an investor's objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.