At WealthVest, we think differently so people can invest smarter.

WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in 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.

THOUGHT LEADERSHIP

Everything we do is smart, from our partnerships and product offerings, to our extensive support and training, to our investment strategies.  Our goal is to provide the resources that help customers make smart investment choices.  Everything we do is well thought-out, of the highest quality, and performed with a passion for only the best.

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THE WEALTHVEST TEAM

Wade Dokken

Wade Dokken

President and Founder

Wade Dokken

Wade Dokken has 25 years of experience as an annuity marketing innovator and senior life company executive manager. Wade was the face of American Skandia, leading its sales and marketing from their launch in 1988. He also played a vital role as a marketing and sales innovator.

Moving from National Sales Manager to Chief Marketing Officer at American Skandia, Wade led the development of one of the industry’s highest performing sales teams, reaching 125 field wholesalers in the wirehouse, bank, and financial planner channels, and selling variable annuity, 401k, mutual fund, and variable life. American Skandia was perennially the VA leader in the financial planner channel, and its wholesaling and marketing teams routinely received the highest scores from Market Metrics in key quality measures. Wade was named CEO in 2000, and led the sale of the company through Goldman Sachs to Prudential Financial for $1.2 billion in 2003.

After the sale of American Skandia, Wade, his wife, and three boys traveled the world for a year, at one point living in Italy as part of an international education experience for the children. Now living in Bozeman, Montana, Wade and his family are avid skiers, hikers, and participants in all the outdoor pursuits of Southwestern Montana. Read articles, blogs, and posts on his blog.

Lincoln Collins

President and Founder

Lincoln Collins

Lincoln Collins is a senior financial services executive with an entrepreneurial spirit. He led the launch of the Hartford Life Limited, Europe as the Chief Executive Officer, and within four years, generated sales over $1.25 billion and was a top-ten provider of both variable annuities and private pensions. The company achieved industry awards for product innovation, marketing, customer service, & technology, and was named a Financial Times Top 50 Workplace in the United Kingdom.

Prior to The Hartford, Lincoln helped launch American Skandia as employee number 14 in 1988. He was the leader of Skandia’s strategy and product development teams before being named Chief Operating Officer. Lincoln played a major role in the development of the annuity platform, mutual funds, 401k, and variable life product lines. Known for their innovative product, marketing, and use of technology to support sales, Skandia raised over $43 billion in assets before Prudential Financial purchased the company in 2003 for $1.2 billion.

Lincoln lives in San Francisco with his wife and two children; he enjoys mountain biking, running, skiing, and sailing. He is a board member of First Graduate, a program dedicated to helping young people in the San Francisco Bay Area become the first members of their families to graduate from college. Lincoln also enjoys participating in the Marin Highlanders Rugby Club.

WealthVest’s executive leadership team has a long, varied history of success in financial services. The team’s experience and in-depth industry knowledge help to drive WealthVest’s success. This makes us one of the fastest-growing and most innovative financial marketing organizations in the industry.

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Getting appointed with WealthVest is easy and takes less than 15 minutes!

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