WealthVest

About

WealthVest Marketing helps great advisors become even better by pairing elite products with cutting edge marketing solutions.

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.

Mission

We strive to help financial professionals be the best that they can be through exceptional support and thorough training.

Products

Retirement Hero Radio Show
Automated Advisor