Wealthvest, LLC
a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals
★★★★★
5.0
Solution Areas
Client Engagement Insurance Tech
Annuities Practice Management
Income Planning
Contact Information
Phone
877.595.9325
Email
marketing@wealthvest.com
Address
2485 Manley Road
Bozeman, MT, 59715
WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by providing annuity planning technology, retirement income planning, practice management, market and industry trends, and annuity case management. Our team of dedicated wholesalers and annuity case managers helps advisors provide the best annuity outcomes.
Overview
Solutions
Resources
Overview
Provider Details
WealthVest, LLC is a financial services firm headquartered in Bozeman, Montana, specializing in the distribution, marketing, and development of retirement-focused products such as fixed annuities, indexed annuities, registered index-linked annuities, and variable annuities from top-rated insurance carriers and investment banks. The company emphasizes "safe money" strategies to help retirees manage risks in volatile markets, providing tools like sales training, marketing support, thought leadership, and wholesaling services to financial professionals, broker-dealers, banks, and registered investment advisors nationwide.
Founded with a focus on rethinking traditional retirement planning—especially amid challenges for the 78 million baby boomers approaching retirement—WealthVest partners with carriers like Aspida to deliver consumer-friendly, principal-protected solutions. It recently hired industry veteran Kevin Beard to expand partnerships and was named to the Montana Top Workplaces 2023 list. The firm operates from 2485 Manley Road, Bozeman, MT 59715, and can be reached at (877) 595-9325. A separate registration for WealthVest LLC occurred in Delaware on September 9, 2025, with the same principal address, suggesting possible expansion or entity structuring.
Solutions
Solutions
WealthVest Investment Services
WealthVest has developed a partnership model for banks, broker-dealers, and Registered Investment Advisors (RIAs), which improves the client annuity experience through WealthVest Investment Services (WVIS). WVIS delivers an integrated platform that addresses compliance and regulatory requirements while making it easy for advisors to grow their annuity business through a comprehensive tech stack, WealthVest’s proprietary marketing and thought leadership, sales support, and concierge new business services.
Thought Leadership & Marketing Support
WealthVest provides thought leadership, training, and marketing support to help advisors clearly explain protection and income strategies to clients. Our lessons, tools, and resources cover key retirement topics such as longevity risk, retirement income, tax efficient planning, and evolving market trends.
WealthVest Macro
Through WealthVest Macro, led by equity researcher Tim Pierotti, advisors receive concise, actionable insights on the macroeconomic forces shaping markets, interest rates, and the economy.
Wholesaling Team Support
Every advisor is supported by a three person territory team: a Field or Hybrid Wholesaler to drive growth, an Internal Wholesaler as the main point of contact for cases and materials, and a Case Manager who supports eApp training and application processing. We use a consultative approach to help advisors recommend suitable solutions with confidence.
Thought Leadership & Marketing Support
WealthVest provides thought leadership, training, and marketing support to help advisors clearly explain protection and income strategies to clients. Our lessons, tools, and resources cover key retirement topics such as longevity risk, retirement income, tax efficient planning, and evolving market trends.
WealthVest Macro
Through WealthVest Macro, led by equity researcher Tim Pierotti, advisors receive concise, actionable insights on the macroeconomic forces shaping markets, interest rates, and the economy.
Wholesaling Team Support
Every advisor is supported by a three person territory team: a Field or Hybrid Wholesaler to drive growth, an Internal Wholesaler as the main point of contact for cases and materials, and a Case Manager who supports eApp training and application processing. We use a consultative approach to help advisors recommend suitable solutions with confidence.
Resources
Resources
Articles
