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.

On Juneteenth, we recognize and honor a pivotal moment in our nation's history.As we reflect on this important moment in...
06/19/2026

On Juneteenth, we recognize and honor a pivotal moment in our nation's history.

As we reflect on this important moment in our nation's history, we celebrate freedom, resilience, and the ongoing pursuit of equality for all.

In observance of Juneteenth, our office will be closed today and will reopen on Monday, June 22.

Please note we will be closed on Friday, June 19, in observance of the Juneteenth holiday.We will resume normal business...
06/17/2026

Please note we will be closed on Friday, June 19, in observance of the Juneteenth holiday.

We will resume normal business hours on Monday, June 22.

06/11/2026

Please join us in congratulating Ashley Rogers-Klompien, SHRM-CP, WealthVest's Human Resource Manager, on earning her SHRM Certified Professional (SHRM-CP) certification! 🎉

This respected credential recognizes HR professionals who demonstrate the knowledge, skills, and competencies needed to support employees, strengthen workplace culture, and drive organizational success.

Ashley’s commitment to professional growth and excellence reflects the dedication she brings to WealthVest every day. We are proud of this accomplishment and grateful for the positive impact she continues to make on our team and culture.

Congratulations, Ashley, on this well-deserved achievement! 👏

06/04/2026

🌟 Congratulations to Ben Borucki, our Internal Wholesaler of the Month!

Ben's grit, responsiveness, and positive attitude make a tremendous impact on our team and partners every day. From solving complex challenges to sharing sales ideas, product expertise, and advisor support, Ben consistently goes above and beyond.

Thank you, Ben, for your dedication, teamwork, and commitment to helping others! We are lucky to have you on the team!

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

👏 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

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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