Introducing WealthVest Macro: Navigate Market Uncertainty

WealthVest is committed to helping financial professionals guide their clients through uncertain markets. That’s why we’ve partnered with veteran equity analyst Tim Pierotti to lead WealthVest Macro, our ongoing platform for timely economic insights and market education.

Tim brings deep expertise in macroeconomic trends and market behavior, translating complex developments into actionable guidance. Through webinars, videos, blogs, and podcasts, Tim helps financial professionals and their clients understand what’s driving today’s markets and what might lie ahead.

Whether in-person or virtual, Tim offers tailored presentations and discussions designed to elevate your client conversations.
To request a presentation, fill out the form below or contact your contact at WealthVest.

Topics Tim can present on include: Inflation, Changing Demographic Trends, US Economic Policy, and Global Markets.

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“I can join the chorus of people that are giving great feedback regarding Tim Pierotti presentation to my team. It’s refreshing to find an economist that can provide an economic update and subsequently translate that into how we can help our clients. It’s great knowing we have partners like Wealthvest that provide so much support to our program. Between economic updates, industry roundtables and sales support, Wealthvest has really turned into a key partner for our program. Thanks for your partnership. I look forward to even a better year in 2023.”

Andrew Hahn
Senior Executive, Program Manager
Northwest Investment Services
“We were fortunate to have Tim Pierotti as the featured speaker on a regional call. Tim has a unique ability to break down detailed economic information into an easily understandable and entertaining presentation. He is very engaging and his talk generated significant audience participation, questions and discussion as well as follow-up requests for copies of his materials. I hope we can have him back for additional events!”

David Kaluza
Growth Officer
Cetera Investment Services
“I found Tim to be a very Insightful, well educated resource that was able to deliver a very easy to understand Macro-Economic picture of the economy and the risk and opportunities to look for. Both myself and my colleagues with multiple years of Experience found Tim’s insight to be very direct and refreshing. It was nice to hear a common Man’s approach to a very complex subject. (the Economy) Tim’s presentation was very concise and informative. I would be comfortable putting Tim Pierotti in front of any Group of Advisors, Senior Executives or Clients.”

Bob Carroll
Vice President, Relationship Manager
Osaic Institutions
“We are always looking to provide our advisors valuable insights on Economic Outlook, Practice Management, Product Trends, and other strategies. Tim’s presentation was well paced, and provided a great deal of timely economic data alongside relevant and personalized analysis. We received great feedback from the audience, and we’ve even had the team request a copy of the presentation, or a copy of the recording for them to listen back. We would love the opportunity to partner with you on future calls like these. Thank you!”

Angelo Pietri
Vice President, Relationship Manager
Osaic Institutions

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THE GROWTH OF PRIVATE EQUITY’S ROLE IN US ANNUITIES

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