VestGen's Innovative Expansion Revolutionizes Retirement Services
VestGen Wealth Partners Expands Retirement Services Offerings
New initiative strengthens VestGen's holistic wealth ecosystem
Former Oasic team with $662 million in client assets joins as part of expansion
CHICAGO — VestGen Wealth Partners, LLC (VestGen), a rapidly growing wealth management firm redefining advisor succession and client continuity, has announced a significant expansion into the retirement plan market. This initiative introduces VestGen Retirement Services, which provides institutional-grade fiduciary oversight and enhanced participant engagement for plan sponsors seeking a more proactive and personalized experience.
Experienced Team Joins VestGen for Expansion
The expansion is supported by an experienced advisory team primarily focused on retirement solutions, previously associated with Osaic, who bring along approximately $662 million in total client assets. Based in Oak Brook, Illinois, this group boasts decades of expertise in serving the unique needs of business owners, HR leaders, and individual participants transitioning from employer-sponsored retirement plans.
Leadership Dedicated to Client Success
At the helm of this new initiative is Bob Greulich, CPFA, a seasoned advisor with over 40 years of experience in wealth and retirement management, who will serve as Managing Director and Wealth Advisor for VestGen Retirement Services. Alongside him is James Kim, who will continue to focus on delivering tailored rollover and wealth strategies to individual clients and participants. They will be bolstered by a dedicated client service and operations team.
Greulich emphasizes the importance of compliant retirement plans while also highlighting the competitive edge they offer companies. “A well-run retirement program helps businesses attract and retain top talent, while empowering employees to retire on time and with dignity,” he states.
Vision for a Personalized Wealth Management Approach
Josh Gerry, Founder and CEO of VestGen, views this expansion as a crucial step in the rapidly evolving wealth management landscape, which often compromises personalization. “We are building a firm that combines growth with soul—creating a unified ecosystem where employees not only access financial planning but engage deeply with it.” He believes that through advisors who know their clients by name, VestGen can achieve this vision while maintaining the reach of the largest providers.
The VestGen Retirement Services will serve as a foundational element for a more comprehensive and integrated solution for plan sponsors and plan participants. This includes everything from plan design and fiduciary oversight to participant education and wealth transitions.
About VestGen Wealth Partners
VestGen Wealth Partners, LLC is designed as a fully integrated national wealth-management ecosystem. It is purpose-built to ensure secure transitions for retiring advisors and their clients, cultivate next-generation talent, and provide families and individuals robust financial planning for generations. By marrying cutting-edge technology with an unwavering commitment to client success, VestGen is redefining how wealth and relationships can be preserved.
The firm unifies comprehensive financial planning, tax, wealth management, insurance, and legal services into a family office experience, ensuring clients receive the personalized and sophisticated service they rightfully deserve.
Frequently Asked Questions
What is VestGen's recent expansion about?
VestGen is expanding into the retirement plan market with the launch of VestGen Retirement Services, providing fiduciary oversight and participant engagement.
Who leads the new retirement services initiative?
Bob Greulich, CPFA, a veteran in wealth and retirement management, leads the initiative alongside James Kim, focusing on tailored strategies for clients.
What unique offerings will VestGen provide?
VestGen aims to offer a personalized experience through comprehensive retirement planning while maintaining compliance and a competitive edge for businesses.
How does VestGen differentiate itself in wealth management?
VestGen combines advanced technology with a focus on building relationships, ensuring clients engage meaningfully with their financial planning.
What services does VestGen offer beyond retirement planning?
In addition to retirement planning, VestGen provides extensive financial planning, tax strategies, wealth management, insurance, and legal services.
About The Author
Contact Ryan Hughes privately here. Or send an email with ATTN: Ryan Hughes as the subject to contact@investorshangout.com.
About Investors Hangout
Investors Hangout is a leading online stock forum for financial discussion and learning, offering a wide range of free tools and resources. It draws in traders of all levels, who exchange market knowledge, investigate trading tactics, and keep an eye on industry developments in real time. Featuring financial articles, stock message boards, quotes, charts, company profiles, and live news updates. Through cooperative learning and a wealth of informational resources, it helps users from novices creating their first portfolios to experts honing their techniques. Join Investors Hangout today: https://investorshangout.com/
The content of this article is based on factual, publicly available information and does not represent legal, financial, or investment advice. Investors Hangout does not offer financial advice, and the author is not a licensed financial advisor. Consult a qualified advisor before making any financial or investment decisions based on this article. This article should not be considered advice to purchase, sell, or hold any securities or other investments. If any of the material provided here is inaccurate, please contact us for corrections.
