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Money Matters. People Matter More.
Our mission is to develop deep-rooted relationships that inspire confidence and clarity amidst a chaotic world. Our practice is built on a foundation of nearly 40 years combined financial planning experience. Our team comes from varying backgrounds and interests, but we share in the common belief that “Money Matters. People Matter More.” In an industry that so often puts money before people, we pledge to keep it the way it should be.
A fiduciary responsibility means putting the interests of another party before your own, so in our case, putting the interests of our clients before our own. Seems simple enough, but not all advisors are fiduciaries. At VestGen, we follow what we believe to be the original fiduciary standard, “The Golden Rule.” “Do unto others as you would have them do unto you.” We believe the rest will take care of itself.
The CFP® Board provides its Code of Ethics and Professional Standards which its certificate-holders must abide by, which includes acting in an investment fiduciary capacity. We embrace these standards.
Whether you have worked with an advisor before or you are considering services for the first time, we want your experience to be as unique as you are. As with any meaningful relationship, it has to begin with a conversation. If you are on the fence, just remember, there is no such thing as a silly question, we never judge, we respect everyone’s dignity, no matter what past decisions have led to. So, we welcome you to schedule a complimentary initial consultation.
Typically an hour, but it can run shorter or longer depending on your agenda.
It is extremely helpful when prospective clients complete our confidential discovery questionnaire, which you can find here: Financial Discovery Questionnaire Also, it is never a bad thing to bring financially-related documents you would like to discuss.
Of course! However, we would love to shake your hand in person and show you around our awesome office. We also make a great latte with locally-roasted espresso!
We have revenue minimums based on the scope of work you are looking for. If we are managing your investments, we will charge a % based on the amount you have with us. If we are not managing your investments, we will bill you directly.
First and foremost, we utilize this time to answer any of your questions. We will have a list of our own to ask you, pertaining to goals, concerns and areas you are particularly seeking assistance with. Most importantly, this is a chance for all of us to build rapport and make sure this is the right fit for the long term.
We agree to a planning engagement and proceed with the planning process. Click Here for those steps.
We strive for goodness. Always.
Our business is helping others.
We provide value, both
measurable and immeasurable.
Wisdom is knowing you should never stop learning.
We are authentic to our core. No cookie cutters here.
Loyalty and trust are earned,
not given.
We embrace your vision. Let’s have fun making it happen!
We have a passion for
creating lasting impact.
YOU MATTER.
4912 Main Street,
Downers Grove, IL 60515
(847) 585-9800
© 2024 VestGen Wealth Partners
