WealthVest
We help advisors offer low-risk, consumer value products to support Americans’ retirement needs. 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
08/26/2024
Congratulations to Jack Clark, the recipient of the coveted Internal Wholesaler of the Month award!
The award recognizes the top-notch service Jack delivers to financial professionals in his territory and the high-level of support he provides his external partner, Kenneth Rathke CRPC, CLTC.
Keep up the great work! 🎉
08/23/2024
The Women of WealthVest enjoyed picking flowers at in Bozeman on Thursday night! It was a great opportunity to connect and get creative arranging our bouquets. 💐
In this episode of WealthVest: The Weekly Bull & Bear, Tim and Drew discuss the Jackson Hole Economic Symposium, current spreads, Goldman Sachs recession odds, and earnings calls mentioning a recession. Click the link below to visit the show page or find us wherever you listen to your podcasts.
https://shows.acast.com/the-weekly-bull-and-bear/episodes/s9e26-jeromes-in-jackson
08/19/2024
On August 2nd, a group of WealthVest employees proudly participated in the Veterans Outreach Annual Golf Tournament at the Cottonwood Hills Golf Course. Each of them played in honor of friends and family members who have served or are currently serving in the military.
This year's tournament had a special purpose - raising funds to repair the Vietnam Memorial Wall in Bozeman. It was a privilege to be part of such a meaningful cause, supporting the legacy of those who have sacrificed so much for our country.
In this week's episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss new data on consumer spending and inflation, housing developments, JPMorgan recession odds, the yen carry trade, the New York Fed inflation outlook, and Dr. Col Jeff McCausland's insights on geopolitical risks. Click the link below to listen or find us wherever you listen to podcasts.
https://shows.acast.com/the-weekly-bull-and-bear/episodes/s9e25-a-tonal-shift
For more from WealthVest Navigate
Follow Tim on X at https://x.com/timpierotti1
Listen to and subscribe to WealthVest: The Weekly Bull & Bear https://lnkd.in/guSwc7AG
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08/14/2024
Monday night was nothing short of spectacular as we hosted our first annual LPL Mavericks event in partnership with MassMutual at the USS Midway Museum in San Diego. The night was filled with great music, delicious food, an amazing speech by Jeffrey McCausland a stunning fireworks display that lit up the sky.
WealthVest and MassMutual Strategic Distributors would like to thank all the LPL Financial advisors who joined us and made the evening truly unforgettable!
Congratulations to our awesome Contracting Specialist, Cassandra Trent, on her first anniversary at WealthVest!
Tiffany Arturo, Contracting Manager said, "Cassandra has been an excellent addition to our Contracting team. Since day one she was focused and ready to learn. She has done an amazing job her first year at WealthVest, especially helping the team improve our process docs and carrier presentations. Cassandra not only has a positive attitude when faced with challenges, but she is also a kind and compassionate coworker. We’re excited to see her continue to learn and grow here at WealthVest!"
Outside of work, Cassandra loves going to concerts, both big and small. She's also a big fan of horror movies and has a huge passion for ballroom dancing, with swing dancing being her favorite. Cassandra enjoys reading and spends her weekends volunteering at a horse rescue.
Cheers to an amazing first year! We can't wait to see you continue to grow and achieve great things in the years to come. 🎉
08/06/2024
Please help us welcome WealthVest's newest Regional Vice President - Cindy Atkinson! 🎉 Cindy will be supporting financial advisors in South Louisiana and South Texas.
Learn more about Cindy & her team and how you can connect with them here:
www.prosperitylifesales.com/rc-cindy-atkinson
In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss the unemployment numbers, consumer confidence, China's stimulus, and Jerome Powell's future.
Click the link below to listen or find wherever you listen to podcasts.
https://shows.acast.com/the-weekly-bull-and-bear/episodes/s9e24-july-unemployment
"Volatility is clearly rising and that means that investors who have enjoyed the incredible momentum of the last 18 months or so, should manage risk accordingly. While we remain sanguine on our economic outlook, we continue to see the risk/reward in equities as poor. Valuations are high. Expectations for earnings growth are also high at a time of slowing nominal GDP, which suggests that we are going to continue to see negative revisions on Wall Street to future earnings growth. No need to panic, but let’s be careful out there. Stops are always your friend."
Unemployment, Recessions, and Reflexivity from Tim Pierotti
New post from Tim Pierotti
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08/01/2024
Last Friday, our team got together to enjoy some fun in the sun! We had a blast playing volleyball, co****le and enjoyed a delicious BBQ. Looking forward to more summer afternoons like this! 🏐🌭
07/30/2024
Congratulations to Avery Hamann, the recipient of the coveted Internal Wholesaler of the Month award for July!
The award recognizes the top-notch service Avery delivers to financial professionals in his territory and the high-level of support he provides his external partners, Brian Robinson and Cindy Atkinson. Here's what Brian had to say about Avery:
"Avery shows up every day and helps his advisors however he can. He is the gold standard of how an internal wholesaler should act and has an incredible future ahead of him."
Keep up the great work!
In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss reasons for last week's sell-off, auto earnings, the job market, and Kamala Harris at the top of the Democratic ticket.
Click the link below to listen or find us wherever you listen to your podcasts.
https://shows.acast.com/the-weekly-bull-and-bear/episodes/s9e23-reasons-for-july-23rds-sell-off
07/26/2024
WealthVest is excited to provide you with our newest economic research.
WealthVest: Rethinking Retirement: Q2' In Review features:
A deep dive on what a Trump presidency would look like for the market
A look at economic indicators both domestic and abroad
Portfolio Analysis & Investor Concerns
An update on annuity and structured product sales
Get access now by visiting wealthvest.com/quarterly-research-q2-2024
For more from Tim you can find him on:
X at https://ow.ly/9KP150RhELA
Host of the WealthVest: The Weekly Bull & Bear https://ow.ly/YKx950RhELy
Or by visiting his page at https://ow.ly/MfpF50RhELz
07/23/2024
"We concede that valuation doesn’t matter until it does. In other words, the fact that the price to sales ratio of the market weighted S&P has only been higher in the telecom and internet bubble of 2000, doesn’t mean that the market can’t go higher."
https://www.linkedin.com/pulse/narrative-follows-price-wealthvest-bozeman-ajlpc
In this episode of WealthVest: The Weekly Bull & Bear, Drew Dokken and Tim Pierotti discuss IMF's outlook on inflation, a likely rate cut in September, passive flows & J.D. Vance's nomination as VP.
Click the link below to listen or find us wherever you listen to your podcasts.
https://shows.acast.com/the-weekly-bull-and-bear/episodes/s9e22-september-rate-cuts-and-jd-vance
07/16/2024
Our team had a blast Friday night at the Pine Creek Lodge Montana, enjoying the amazing performance by Pinky and the Floyd! Great music and great company made for an unforgettable evening. 🎸
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss cooling inflation and jobs, a potential gold rally and the post-debate turmoil that is shaping the election.
Click the link below to listen, or find us wherever you listen to your podcasts.
https://shows.acast.com/the-weekly-bull-and-bear/episodes/s9e21-cooling-inflation-and-post-debate-turmoil
Be on the lookout for more from Tim and Drew next week! 🔜
&Bear
07/11/2024
Huge shoutout to Oliver Moon for passing Level 1 of the CFA exam. Congratulations! 🎉
07/08/2024
Congratulations to Kegan Morris, the recipient of the coveted Internal Wholesaler of the Month award for June!
The award recognizes the top-notch service Kegan delivers to financial professionals in his territory and the high-level of support he provides his external partners, Matt O'Brien and Clayton Buescher. Here's what Matt had to say about Kegan:
"Kegan has been a joy to work with. He is coachable, has an eagerness to learn and improve and has made a positive impact on our territory. He has a bright future and I'm fortunate to have him as my internal wholesaler."
Keep up the great work!
OFFICE HOURS ANNOUNCEMENT: In honor of Independence Day, the WealthVest office will be closed on July 4th and will reopen on Friday, July 5th. We hope you have a fun and safe Independence Day!
07/02/2024
Tim Pierotti Looks at what a possible Trump win would mean for the Economy.
https://www.linkedin.com/pulse/contemplating-maganomics-wealthvest-bozeman-pyczc/?trackingId=uF9KFIwITQ6rPT48N2Vseg%3D%3D
Subscribe to our newsletter for weekly updates from WealthVest.
For more from Tim you can find him on:
X at https://x.com/timpierotti1
Host of the WealthVest: The Weekly Bull & Bear https://shows.acast.com/the-weekly-bull-and-bear
Or by visiting his page at https://www.wealthvest.com/tim-pierotti
&Bear
Congratulations to our amazing Human Resources Generalist, Ashley Rogers-Klompien, on her first anniversary at WealthVest!
Tracie Gibbons said, "Ashley's exceptional coordination, communication, and thoroughness in interviewing has elevated not only our recruiting and onboarding process but HR as a whole. Her growth mindset has made her exceptionally adaptable to any situation, which she handles with grace and professionalism. Her overall management of our HR tech stack has supported each and every one of us in our development journey."
Outside of work, Ashley enjoys painting, reading, making jewelry and gardening. She also likes to hike and walk her dogs.
Cheers to an outstanding first year! We can't wait to see you continue to grow and achieve great things in the years to come!
06/28/2024
We're thrilled to welcome Chris Sillay to the WealthVest Team! Chris will serve financial advisors in Alabama and Georgia.
Learn how to connect with Chris in the link here:
https://fiannuitiesusaa.com/contact-page-chris-sillay
Congratulations to our outstanding Sales Desk Manager, Brooks Boucher, on his 10th anniversary at WealthVest!
MJ Schiff said, "Brooks leads by example. He manages his team with the same enthusiasm that he brought to his book of business. He is a testament to the power of continuous learning. Over the course of seven years, he diligently built and expanded his expertise, a journey that led him to his current role. His knowledge is nothing short of extraordinary. He has a deep understanding of three hundred products and dozens of firms, and his operational understanding of each is a testament to his reliability and competence. He understands where and how to position solutions for our clients and thoroughly understands where WealthVest brings value in the marketplace."
Outside of work, Brooks enjoys riding his motorcycles, playing golf, tennis, pickleball and cooking.
Cheers to an amazing ten years! We are incredibly lucky to have you on our team! Thank you for all that you do.
Congratulations to our amazing Marketing Content Manager, Shanna Strandell, on her first anniversary at WealthVest!
Jackson Bolstad, Senior Marketing Content Manager said, "Whether it's her attention to detail or phenomenal baking skills, Shanna brings a high level of precision, organization, and care to everything she does in life, at WealthVest, and for our carrier partners. I'm grateful to work alongside her, and I always look forward to being the test subject for her latest cookie recipe. Thanks for a great first year, Shanna!"
Outside of work, Shanna enjoys spending time with her husband, daughter and three standard poodles, taking care of her extensive houseplant collection, baking sweet treats and doing yoga.
Cheers to an outstanding first year! We can't wait to see you continue to grow and achieve great things in the years to come!
In this week's episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss stock performance after a rate cut, the SAHM rule, the CBOs updated deficit forecast and elections in Europe. Click the link below or listen wherever you find your podcasts.
https://shows.acast.com/the-weekly-bull-and-bear/episodes/s9e20-stocks-after-a-rate-cut
06/20/2024
Say hello to Gunter Roylance! A familiar face here at WealthVest, Gunter was recently promoted to Regional Vice President and will now support financial advisors in Washington, Oregon, Idaho and Alaska. Learn how to connect with Gunter through the link here:
https://www.prosperitylifesales.com/rc-gunter-roylance
Congratulations! 🎉
06/19/2024
06/18/2024
We kicked off our summer BBQ season last Friday, and it was a blast! Great food, great weather, and even better company. Here's to many more sunny days and delicious BBQs ahead! 🌞🍔🌭
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Our Story
WealthVest — based in Bozeman, MT, and San Francisco, CA — is a financial services marketing and distribution firm specializing in high-quality fixed and fixed index annuities from many high quality insurance companies. For the 10,000+ baby boomers who are retiring daily, retirement is top of mind. Americans have purchased $24.2 trillion in retirement assets to insure their golden years, according to the ICI. 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.
The company possesses four sales teams: a field wholesaling team dedicated to banks and broker-dealers; a field wholesaling team dedicated to independent broker-dealers; a team dedicated to independent agents and advisors; and 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.
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Address
2485 Manley Road
Bozeman, MT
59715
Opening Hours
| Monday | 6am - 6pm |
| Tuesday | 6am - 6pm |
| Wednesday | 6am - 6pm |
| Thursday | 6am - 6pm |
| Friday | 6am - 6pm |
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