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.

05/29/2026

🎉 Celebrating an incredible milestone: Michael Lovisolo’s 10-year anniversary at WealthVest!🎉

For the past decade, Michael has played a key role in driving sales, building strong advisor and agent relationships, and fostering collaboration across teams. His leadership, mentorship, and authentic approach to connecting with partners have made a lasting impact on both the business and the colleagues who’ve learned from working alongside him.

And when he’s not helping advisors succeed, you can probably find him cheering on his Minnesota sports teams, following F1 racing, or spending time with his big lovable golden doodle Clark.

Thank you, Michael, for 10 amazing years of partnership, leadership, and collaboration. We’re grateful for everything you bring to WealthVest!

This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to ...
05/25/2026

This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to our country.

From all of us at WealthVest, we wish you a meaningful and safe Memorial Day.

Please note our revised business hours for Memorial Day:📅 Friday, May 22 — Closing at 12:00 PM📅 Monday, May 25 — ClosedW...
05/20/2026

Please note our revised business hours for Memorial Day:

📅 Friday, May 22 — Closing at 12:00 PM

📅 Monday, May 25 — Closed

We will resume normal business hours on Tuesday, May 26.

Wishing everyone a safe and meaningful Memorial Day weekend as we honor those who served.

05/19/2026

đź‘Ź Congratulations to John Shupert, our Internal Wholesaler of the Month!

John consistently goes above and beyond for our advisors and team. His responsiveness, communication, and dedication make a huge impact every single day. Whether it’s solving issues quickly, supporting advisors with care, or simply always being available to help, John brings passion and professionalism to everything he does.

Thank you, John, for always showing up for our advisors and teammates. We’re grateful to have you on the team and appreciate all that you do! 👏

05/06/2026

We are excited to announce Mark Andelin as our WealthBEST Winner 🎉, recognized for his sustained excellence, leadership, and top-tier performance.

Mark continues to set the pace as a leading wholesaler, consistently delivering at the highest-level month after month. His impact on the business is significant, driven by strong advisor relationships, a sharp focus on opportunity, and disciplined ex*****on.

He embodies what it means to be Fast, Focused, and Fiduciary—and continues to elevate everyone around him.

Simply put, Mark sets the pace. 🏆

How do geopolitics and markets impact retirement income plans?Since 2015, we have studied the impact of stock volatility...
05/04/2026

How do geopolitics and markets impact retirement income plans?

Since 2015, we have studied the impact of stock volatility and bond yields on retirement withdrawal rate strategies. In our 2026 Q1 Review and Q2 Outlook from Tim Pierotti and Drew Dokken, we explore current conditions and future expectations to provide insight into how much retirees can safely withdraw from their retirement savings each year.

Read more in the Report: https://www.wealthvest.com/2026-q1-in-review

April highlighted a market full of contradictions—resilient consumers despite weaker income trends, rising geopolitical ...
04/29/2026

April highlighted a market full of contradictions—resilient consumers despite weaker income trends, rising geopolitical risk, and market moves that don’t always follow fundamentals. Together, these shifts point to a more complex, volatile environment.

Explore Tim Pierotti’s insights from April:
đź”— The Money Has to Be Coming from Somewhere - https://www.wealthvest.com/wealthvestblog/h6ytkky33tftlw3mshgw7gm4zz00p4

đź”— Assessing the Known Unknown of Iran - https://www.wealthvest.com/2026-q1-in-review

🔗 The Best trader I know Doesn’t Care - https://wealthvest.substack.com/p/the-best-trader-i-know-doesnt-care

04/28/2026

Shoutout to Logan Casey, our Internal Wholesaler of the Month 🎉

From proactive communication to thoughtful follow-ups, he keeps everything running smoothly while making advisors feel supported every step of the way. Logan brings positivity, patience, and a team-first mindset to every interaction. He celebrates wins, supports through challenges, and always goes the extra mile.

His energy is contagious, his partnership is unmatched, and his impact is felt across the board.

Well deserved, Logan!

🌍 For most investors in today's markets, geopolitical events have been buying opportunities. This time may be different....
04/23/2026

🌍 For most investors in today's markets, geopolitical events have been buying opportunities. This time may be different.

In our Q1 2026 in Review and Q2 Outlook. Tim Pierotti and Drew Dokken explore what’s changed in the current environment and how to build a strategy amid heightened uncertainty driven by conflict.

Read the full analysis here: https://www.wealthvest.com/2026-q1-in-review

WealthVest is proud to announce our partnership with Axonic Insurance!We’re bringing a curated suite of highly competiti...
04/20/2026

WealthVest is proud to announce our partnership with Axonic Insurance!

We’re bringing a curated suite of highly competitive annuity products to our network of banks, credit unions, broker-dealers, and registered investment advisors (RIAs) across the U.S.

Axonic Insurance is on a mission to help financial advisors and investment adviser representatives build a strong foundation of protection and growth for their clients’ retirement—now available through WealthVest.

Reach out to your WealthVest wholesaler at 833‑299‑8750 or dive into the details on our blog!

www.wealthvest.com/wealthvestblog/wealthvest-announces-partnership-with-axonic-insurance

Disclosures: https://axonicinsurance.com/disclosures

0426-0015

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

https://www.worldequitygroup.com/privacypolicy.html, https://www.WealthVes

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