WealthVest’s Legal and Privacy Policy


Social Media Disclaimers

WealthVest social media sites are intended to provide general information and encourage interaction within the community. We are not providing investment or tax advice on these sites, and nothing posted by us should be construed as a recommendation to or an offer to buy any particular product or service. Additionally, while we occasionally provide links to third party content that we believe our followers may find interesting, the linked sites are neither endorsed by nor under WealthVest control (unless otherwise noted) and we are not responsible for the accuracy or completeness of the content or any changes or updates made to the third-party sites.

  • Your comments and any User Content do not necessarily reflect the opinions or ideas of WealthVest and/or its affiliates.

  • WealthVest does not verify the accuracy of information posted by others on this site, and WealthVest does not endorse or necessarily agree with any public opinions, statements, or comments made on this site.

  • All content posted by WealthVest on this site is the exclusive property of WealthVest, and is protected by copyright, trademark, and other applicable laws.

  • By posting on this site, you grant WealthVest unrestricted, nonexclusive, royalty-free, perpetual, irrevocable, and fully sub-licensable right to use such material in any way WealthVest sees fit.

If you utilize WealthVest social media sites, we ask that you:

  • Use good judgment when posting comments. Don't post comments that can be viewed as offensive, inappropriate, defamatory, untruthful, harassing, threatening, stalking, discriminatory, abusive, or profane.

  • Do not post any personal, account, or financial information anywhere.

  • Avoid discussing specific insurance or investment products, investment advice, or trading strategies, or producers.

  • Not attach copyrighted or other protected material unless you own or control those rights.

  • Be yourself and do not attempt to impersonate any other party or disguise the source of the information you submit.

  • Safeguard privacy and avoid providing or soliciting personal information that could be used to identify, track, contact, or impersonate you or another person.

  • Respect the privacy and choices of others.

WealthVest maintains the right to delete comments at its discretion if they violate these above conditions.

Site Updates

WealthVest reserves the right to:

  • Modify the contents of this site at any time, but we have no obligation to update any information on the site, or to notify you of changes to the site.

  • Block or otherwise prohibit any person from accessing any of our social media pages for any reason whatsoever. We also reserve the right to remove posts, links, and other content at any time in our sole discretion.

WealthVest social media sites are not intended as a solicitation in any jurisdiction in which WealthVest or any of its subsidiaries are not authorized to transact business.

When viewing WealthVest content, please make sure you read all the necessary information and disclosures on the attachment.

For information regarding WealthVest privacy practices please refer to our privacy policy below.

If you are a client and have specific questions related to your policy or account, please follow this link: Contact Us.

Securities offered through World Equity Group, Inc. WealthVest is neither owned nor controlled by World Equity Group, Inc.


WealthVest Privacy Policy

This Privacy Policy describes how your personal information is collected, used, and shared when you visit or make a purchase from wealthvest.com (the “Site”).

We would like to use the feedback you provide in customer surveys for marketing and public-facing purposes. This may include using your feedback in social media posts, blog articles, case studies, or other marketing materials. Your responses will be kept anonymous, and your personal information will not be shared. By completing this survey, you consent to the use of your feedback for these purposes. If you do not wish for your feedback to be used in this way, please do not complete the customer survey. 

When you visit the Site, we automatically collect certain information about your device, including information about your web browser, IP address, time zone, and some of the cookies that are installed on your device. Additionally, as you browse the Site, we collect information about the individual web pages or products that you view, what websites or search terms referred you to the Site, and information about how you interact with the Site. We refer to this automatically-collected information as “Device Information.”

We collect Device Information using the following technologies:

  • “Cookies” are data files that are placed on your device or computer and often include an anonymous unique identifier. For more information about cookies, and how to disable cookies, visit http://www.allaboutcookies.org.

  • “Log files” track actions occurring on the Site, and collect data including your IP address, browser type, Internet service provider, referring/exit pages, and date/time stamps.

The online privacy policy only applies to information collected through the website and not to information collected offline.

WealthVest does send emails and your email address may be used to send you information and updates pertaining to services you may be interested in. All the emails contain unsubscribe links in the footer.

By using the Site, you consent to the privacy policy. We may update this privacy policy from time to time in order to reflect, for example, changes to our practices or for other operational, legal or regulatory reasons.

To ask questions or comment about this privacy policy, contact WealthVest at:

2485 Manley Rd.

Bozeman, MT 59715