VESTGEN WESTPORT
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
Managing Director, Wealth Advisor
David J. Boczar, CFP®, CFA
David J. Boczar, CFP®, CFA, is a Managing Director and Wealth Advisor with VestGen Wealth Partners and brings more than 40 years of experience in global financial markets and wealth management. His professional background includes investment research, portfolio management, financial planning, compliance, investment banking, and insurance planning.
David holds both the Certified Financial Planner™ designation and the Chartered Financial Analyst® (CFA) charter. Throughout his career, he has conducted fundamental equity and fixed-income research across multiple global markets, including the United States, Latin America, Europe, China, Japan, and Africa. This international research experience heightened David’s understanding of capital markets and investment analysis.
Prior to joining VestGen Wealth Partners, David founded Emerald Wealth Advisors, a private wealth management firm and registered investment advisory based in Westport, Connecticut. Earlier in his career, he also worked in investment banking and institutional research roles within global financial markets.
At VestGen Wealth Partners, David works with families, individuals, and business owners to develop financial strategies aligned with their long-term objectives. His practice focuses on comprehensive financial planning and coordinated wealth management, including asset allocation guidance, retirement planning, education funding strategies, risk management and insurance planning, estate planning coordination, and wealth transfer considerations.
David earned Bachelor of Arts degrees in Business Administration and English from Rutgers University. He also holds a Master of Business Administration from Seton Hall University and completed a Professional Development Certificate from the University of Wisconsin.
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
8 Wright Street, Suite 107,
Westport, CT 06880
(203) 221-2623