Press Releases
Advisors to leverage Zocks’ advanced AI tools to drive organic growth
In a groundbreaking move for the wealth management industry, seasoned industry executive Josh Gerry today announced the launch of VestGen Wealth Partners
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.
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.
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
Robert Hostetter will develop and implement comprehensive, innovative and client-centric investment strategies for fast-growing firm.
New Leadership Positions Enable VestGen to Enhance Operations and Service Offerings