WealthVest

WealthVest WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities. The company has four sales teams:

1.

Based in Bozeman and San Francisco, WealthVest is a financial services marketing and distribution firm specializing in high-quality fixed and fixed index annuities from many of the nation's top insurance companies. For the 10,000+ baby boomers who are retiring daily, retirement is top of mind. WealthVest specializes in the marketing and distribution of these essential building blocks of retirement

savings for financial professionals and their clients across the nation. WealthVest was founded in 2009 by former CEO of American Skandia, Wade Dokken, and former CEO of Hartford Life Limited, Europe, Lincoln Collins. From the beginning, the company has provided financial professionals with exceptional field and phone support, effective sales training materials, thorough coaching, and the highest quality product. A field wholesaling team dedicated to banks and broker-dealers
2. A field wholesaling team dedicated to independent broker-dealers
3. A team dedicated to independent agents and advisors
4. A Bozeman-based sales team focused on all agents and advisors

WealthVest has relationships with over 130 banks and broker-dealers around the United States, more than 100 committed professionals on its team, and over $1 billion in sales to date.

Happy Labor Day!Wishing you a relaxing holiday and a chance to enjoy time with family and friends.From all of us at Weal...
09/07/2026

Happy Labor Day!

Wishing you a relaxing holiday and a chance to enjoy time with family and friends.

From all of us at WealthVest, have a safe and happy Labor Day!

As we head into Labor Day weekend, please note that WealthVest offices will close at noon on Friday, September 4, and re...
09/02/2026

As we head into Labor Day weekend, please note that WealthVest offices will close at noon on Friday, September 4, and remain closed through Monday, September 7.

We will resume normal business hours on Tuesday, September 8.

Wishing you a safe and happy Labor Day weekend!

08/25/2026

🎉 Five years of leadership, consistency, and making an impact. Congratulations to Jack Lee on 5 years with WealthVest!

Jack has become a trusted leader and go-to resource across our sales teams. Whether he’s stepping in to solve a problem, supporting an advisor, or helping a teammate, Jack consistently brings a positive attitude, flexibility, and a willingness to help.

His reliability, steady leadership, and commitment to the team have made a lasting impact at WealthVest.

Congratulations on this milestone, Jack, and thank you for all you do!

08/18/2026

How do FIAs complement stocks and bonds in a retirement portfolio?

Finding the right balance between growth potential and protection is an important part of retirement planning. Fixed indexed annuities can offer another option by providing growth potential with principal protection.

Download the full sales tool to explore where FIAs can fit alongside stocks and bonds from our Professional's Toolbox:
https://www.wealthvest.com/professionals-toolbox

08/11/2026

🎉 Please join us in congratulating Chloe Wokasch on 5-years with WealthVest!

Chloe’s leadership, positivity, and dedication have made a lasting impact across WealthVest. She has a remarkable ability to keep teams connected, informed, and moving forward, always bringing a steady attitude and high standards to everything she does.

Thank you, Chloe, for five incredible years of leadership, teamwork, and dedication. We’re grateful for all you do and excited to celebrate this milestone with you!

Could healthcare wages be the next inflation signal to watch?Despite structurally strong demand for workers, wage growth...
08/07/2026

Could healthcare wages be the next inflation signal to watch?

Despite structurally strong demand for workers, wage growth in healthcare has remained surprisingly subdued. A rebound could signal renewed inflationary pressure and make healthcare an important area to watch in the months ahead.

For more on the economy, markets, and the trends shaping the rest of the year, explore our Q2 2026 in Review & Second Half Outlook.

https://www.wealthvest.com/updated-quarterly-report

The first half of 2026 is in the books, but the biggest questions for the markets may still lie ahead.In WealthVest's Q2...
07/30/2026

The first half of 2026 is in the books, but the biggest questions for the markets may still lie ahead.

In WealthVest's Q2 2026 in Review and Second Half Outlook, Tim Pierotti and Drew Dokken discuss:

✔️ Is the oil market entering a period of permanent oversupply?
✔️ How is the generational wealth transfer reshaping consumer demand?

Explore the latest report for insights into the forces driving today's markets and what investors should be watching in the second half of 2026.

https://www.wealthvest.com/updated-quarterly-report

Happy Independence Day!Today, we celebrate our nation's 250th birthday and the history, traditions, and values that have...
07/04/2026

Happy Independence Day!

Today, we celebrate our nation's 250th birthday and the history, traditions, and values that have shaped our country for generations.

From all of us at WealthVest, we wish you and your family a safe, happy, and memorable Fourth of July!

Address

2485 Manley Road
Bozeman, MT
59715

Opening Hours

Monday 6am - 6pm
Tuesday 6am - 6pm
Wednesday 6am - 6pm
Thursday 6am - 6pm
Friday 6am - 6pm

Telephone

+18775959325

Website

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