Do You Have Everything You Need?

I’m Here to Help. Book A Strategy Session With Me, Today!

Leslie Grant, Regional Vice President
Mountain West | North Central | Northeast
lgrant@wealthvest.com | 406-613-8907

WealthVest partners with insurance agents to provide direct access to industry-leading fixed and fixed-index annuity solutions from 27 insurance carrier partners.

My team and I are here to assist you with:

Client Engagement Tools

Income Planning Expertise

Marketing Support

White Glove Service

Our Partners in Retirement

Allianz Preferred, American Equity, Athene, Lincoln, North American, American Equity, F&G, Integrity, Corebridge, Global Atlantic, and many more.

Navigate Uncertainty

with Tim Pierotti

Explore the latest insight on Inflation, Changing Demographic Trends, US Economic Policy, Global Markets, and more through weekly blog posts, podcast episodes, and more from our Chief Investments Officer.