Do You Have Everything You Need?

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

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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:

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Client Engagement Tools

Income Planning Expertise

Marketing Support

White Glove Service

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Our Partners in Retirement

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

Navigate Uncertainty

with Tim Pierotti

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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.