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Guest User 2/25/26 Guest User 2/25/26

Craig Bolanos Named InvestmentNews Top Financial Professional for 2026

Guest User 12/2/25 Guest User 12/2/25

VestGen Wealth Partners Launches with 10 Advisory Practices and $5.3 Billion in Assets Under Management

In a groundbreaking move for the wealth management industry, seasoned industry executive Josh Gerry today announced the launch of VestGen Wealth Partners

Guest User 11/13/25 Guest User 11/13/25

VestGen Wealth Partners Launches Its New Service Line, VestGen Athlete

VestGen Athlete is designed to help professional and student athletes, and their families, build enduring wealth, elevate their brand equity, and plan for life after sport.

Guest User 10/24/25 Guest User 10/24/25

VestGen Expands National Platform to Serve Retirement Plan Sponsors

VestGen Wealth Partners, LLC announced a strategic expansion into the retirement plan market with the launch of VestGen Retirement Services. The new initiative delivers institutional-grade fiduciary oversight and participant engagement to plan sponsors seeking a more proactive, personalized experience.

Guest User 10/9/25 Guest User 10/9/25

VestGen Welcomes Six Advisory Teams Nationwide

VestGen now oversees approximately $7 billion in total client assets, with 45 advisors across the country. Acquisitions represent next phase of growth after launching in December 2024

Guest User 8/18/25 Guest User 8/18/25

VestGen Wealth Partners Adds 25-Year Industry Veteran as Chief Investment Officer

Robert Hostetter will develop and implement comprehensive, innovative and client-centric investment strategies for fast-growing firm.

Guest User 7/31/25 Guest User 7/31/25

VestGen Continues Expansion of Leadership Team with Appointment of National Head of Advisors, Director of Insurance

New Leadership Positions Enable VestGen to Enhance Operations and Service Offerings

Guest User 6/12/25 Guest User 6/12/25

VestGen Builds NextGen Advisor Team with Daniel Stringfellow and Gavin Bolanos

Additions Advance Firm’s Succession-Focused Strategy by Expanding its Bench of NextGen Talent to Enhance Service Offerings and Client Support

Guest User 6/4/25 Guest User 6/4/25

ONE VestGen Conference Fostered Advisor Relationships and Best Practices at VestGen Wealth Partners’ Inaugural Event

Keynotes and panels aimed at solving advisor succession, multi-generational client service, and technology innovation.

Guest User 4/30/25 Guest User 4/30/25

VestGen Wealth Partners Hosts Inaugural ONE VestGen Conference in Chicago

Rapidly Growing RIA Hosts Partners, Advisors, and Special Guests for Three-Day Conference Focused on Strategy, Growth, and Continuing Education

Guest User 3/11/25 Guest User 3/11/25

VestGen Wealth Partners Welcomes Industry Leaders to its Advisory Board

Industry Veterans to Execute on Firm's Unique Value Proposition to Achieve Ambitious Growth Goals

Guest User 2/20/25 Guest User 2/20/25

VestGen Wealth Partners Completes Buildout of C-Suite with Seasoned Executives and Dedicated Innovators

The VestGen executive leadership team brings unique perspectives and complementary strengths to their roles.