WealthVest

Our Story

WealthVest is an independently-owned financial services firm specializing in the distribution of low-risk, high-quality products to banks, and broker-dealers. WealthVest’s nationwide wholesaling team is dedicated to partnering with financial professionals to grow and nurture their practices through best-in-class sales training, thought leadership and research, consumer educational tools, and marketing support. Their wholesalers are backed by a group of internal support, key account, marketing, and operations professionals.

In celebration of Earth Day 2022, employees at WealthVest, spent the afternoon collecting and disposing of nearly 30 large, black trash bags full of items found along the roadways and greenways near their corporate office on Manley Road.

Employees coordinated the company event alongside National Cleanup Day and the Great Global Cleanup, a campaign to remove billions of pieces of trash from local neighborhoods, beaches, rivers, mountains, lakes, trails and parks. The 28 employees navigated cold, wet weather conditions to collect everything from cardboard and food packaging to a vacuum cleaner and a parachute.