VESTGEN GREENWICH
Personalized Strategies, Trusted For Generations
Welcome
We built our business on trust, delivering tailored financial solutions to high-net-worth individuals and families. With a commitment to understanding your unique goals and a proven track record of results, we focus on crafting strategies that empower your financial future. At VestGen, we aim to simplify the complexities of wealth management, providing solutions designed to provide confidence and peace of mind.
Our Services
Vision Path Planning™: Holistic strategies to manage, grow, and protect your wealth.
Retirement Income Planning: Tailored plans to ensure a comfortable retirement with sustainable income streams.
Tax-Efficient Wealth Management: Minimizing tax burdens while maximizing growth opportunities.
Legacy And Estate Planning: Structured solutions to protect your assets and secure your family’s future.
Alternative Investment Strategies: Diversified approaches to strengthen portfolios and navigate complex markets.
Why Choose Us?
Depth Of Personalization
Every family is unique, and so is every solution we provide. By focusing on understanding your life, goals, and values, we ensure that your wealth strategy is as unique as you are.
Unwavering Integrity
As fiduciaries, we are committed to acting in your best interests. Trust and transparency guide every recommendation we make.
Driven By Results
With decades of exceptional client service and a commitment to continuous improvement, our strategies help deliver confidence, stability, and growth.
Meet Your Advisor
Mike Benenson
Managing Director, Wealth Advisor
Mike Benenson brings more than four decades of experience in the financial services industry to his role as Wealth Advisor at VestGen Wealth Partners. Throughout his career, he has advised individuals, families, partnerships, retirement accounts, and trusts, with a focus on disciplined dividend growth and income-oriented investment approaches aligned with long-term objectives and appropriate risk management.
Mike began his career in 1984 after earning a Bachelor of Arts from Dartmouth College. He joined Lazard Frères & Co., where he advanced to Senior Vice President in Institutional Research and Sales. In 1995, he moved to Gerard, Klauer & Mattison, serving as Head of Institutional Research Sales and Sales Trading. Following the firm’s acquisition by BMO Financial Group, he was appointed Executive Managing Director and Head of U.S. Equity.
Over the next two decades, Mike held senior leadership and investment roles across a range of firms, including Partner and Chief Operating Officer at P.A.W. Capital Partners in Greenwich, CT; Partner and member of the Equity Research Committee at AIS Capital/Futures Management in Wilton, CT; and Chief Operating Officer at Crescendo Partners. He later served as President and U.S. Equity Research Analyst at SmartInsider Consulting in Darien, CT, and as an Investment Advisor Representative and Director of Investments with Questar Asset Management and its affiliate, Diddel & Diddel.
Most recently, Mike served as an Investment Advisor Representative in the Greenwich office of Bay Colony Advisors, where he continued advising clients on dividend growth and income-focused strategies designed to support long-term financial planning needs.
Mike holds the Series 65 Investment Adviser Representative registration and is committed to providing fiduciary, client-centered guidance grounded in experience, research, and disciplined portfolio construction.
A longtime resident of Greenwich, Connecticut, Mike and his wife, Betsy, have lived in the community for more than three decades. They have three grown children—Kate, Will, and Jack. Outside the office, Mike enjoys golf and competes in tennis and platform tennis leagues.
Resources to Help You Chart Your Financial Course
Gain access to educational guides and insights designed to help you better understand the opportunities and decisions ahead.
A Relationship-Driven Approach
We believe that trust is built through strong relationships. Many of our clients have been with us for decades, reflecting the enduring value we bring as their financial advisors and partners.
Insights Backed by Experience
We have a suite of solutions and services to help you achieve risk adjusted growth through smart, personalized investing. This process is simple, but crucial to achieving your goals.
Right-Sized Service
Serving a select group of families, we pride ourselves on providing personalized service that goes beyond the transaction. Our client-centric focus ensures that every strategy is customized, reflecting your financial priorities and aspirations.
Sustainable Growth Strategies
Whether it’s crafting portfolios or integrating alternative investments, we focus on preserving your wealth and creating sustainable growth over time.
Contact Us Today To Schedule A Consultation
VestGen Wealth Partners
Greenwich, Connecticut, 06830
(203) 629-5206