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

WealthVest

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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.

11/02/2026

Elections can bring uncertainty and jitters, but history can be a usual tool (not a guaranteed indicator).

What could shape the road ahead? WealthVest’s Q3 2026 in Review & End of Year Outlook explores the trends investors should be watching as we approach 2027.

📥 Download the report for the full analysis.
https://www.wealthvest.com/updated-quarterly-report

Past performance does not guarantee future results.

10/30/2026

Spooky season has taken over WealthVest! 👻

Our team got into the Halloween spirit with a week full of fun, creativity, and festive outfits for WealthVest Spirit Week!

📸 Check out some of the highlights from the week!

Wishing everyone a safe and Happy Halloween from the WealthVest team!

10/26/2026

What happens to markets after the midterm? WealthVest’s newest report, Q3 2026 in Review & End of Year Outlook, examines the forces shaping markets and the questions financial professionals should be asking as year-end approaches.

The report includes the major domestic indicators, energy and commodity insights, portfolio analysis and 5 key questions for the rest of the year.

Download the full report: https://www.wealthvest.com/updated-quarterly-report

10/21/2026

🎆 A decade of dedication, great advice, and plenty of Diet Cokes!

Join us in celebrating M.J. Schiff's 10-year anniversary at WealthVest!

For the past decade, M.J. has been a go-to resource, trusted mentor, and friend to so many across WealthVest. Whether he's helping navigate a challenging advisor situation, sharing his knowledge, or supporting his teammates, M.J. brings a wealth of experience, attention to detail, and dedication that make a lasting impact.

Congratulations on 10 years, M.J.! Thank you for everything you bring to WealthVest and for always reminding us to "Be Like Water" and go with the flow. We're lucky to have you on our team!

10/16/2026

The final quarter of 2026 is here. What should investors be watching?

Find out in WealthVest's Q3 2026 in Review and Year-End Outlook, now available!

Our latest report Tim Pierotti and Drew Dokken dive into the market trends, economic forces and key questions shaping the final months of 2026, offering valuable insights to help you make sense of today's markets and prepare for what's ahead.

Get the insights you need to finish 2026 informed and ready for what's next.

Read the full report: https://www.wealthvest.com/updated-quarterly-report

10/13/2026

🌟 A big shoutout to Emma Duhamel on 5 years at WealthVest!

For five years, Emma has been a trusted resource for advisors and colleagues alike, always ready to share her expertise, offer guidance and go the extra mile to help others succeed.

From building strong advisor relationships to finding ways to make doing business with WealthVest easier, Emma's dedication, knowledge and willingness to help make a difference every day.

Thank you, Emma, for five incredible years! We appreciate all you do and are lucky to have you on the WealthVest team. Here's to many more!

10/07/2026

Join us tomorrow for our American Red Cross of Montana Blood Drive!

📅 Thursday, October 8
⏰ 10:00 AM – 3:00 PM
📍 WealthVest Office | 2485 Manley Road, Bozeman, MT

Schedule your appointment:
https://www.redcrossblood.org/give.html/drive-results?zipSponsor=WealthVest
Enter sponsor code WealthVest

Those who donate between September 21 and October 18 will receive a $15 e-Gift Card by email!

10/05/2026

🎉 Celebrating 10 Years of Drew Dokken at WealthVest!

For the past decade, Drew has played an important role in keeping our teams informed, equipped and ready to support financial professionals.

From hosting our weekly Bull & Bear Podcast and developing white papers and sales tools, to delivering timely updates and managing our Quarter in Review, Drew is always finding ways to turn insights into resources our sales team can put to work.

Outside the office, you can find Drew skiing, hiking or swimming. And when March rolls around, you can count on him being ready to celebrate St. Patrick’s Day.

Congratulations on 10 years, Drew! Thank you for everything you bring to WealthVest and our team.

09/30/2026

Join us and help save lives!

WealthVest is proud to host a blood drive with the American Red Cross on Thursday, October 8, and we’d love to have you join us.

📅 Thursday, October 8
⏰ 10:00 AM – 3:00 PM
📍 WealthVest Office | 2485 Manley Road, Bozeman, MT

Schedule your appointment:
https://www.redcrossblood.org/give.html/drive-results?zipSponsor=WealthVest
Enter sponsor code WealthVest

As an added thank you, those who donate between September 21 and October 18 will receive a $15 e-Gift Card by email.

We hope to see you next week!

American Red Cross of Montana

09/15/2026

Market ups and downs can have a significant impact on retirement portfolios.

The annual reset feature of a fixed indexed annuity locks in credited interest on each contract anniversary, protecting those gains from future market declines and creating a new starting point for future growth opportunities.

Explore the WealthVest Professional’s Toolbox to download this resource and learn more about annual reset and how FIAs can complement a retirement portfolio.
https://www.wealthvest.com/professionals-toolbox

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.WealthVest.com/legal-and-privacy, https://www.worldequitygroup.com/privacypolicy.html, https://www.WealthVes

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