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.
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
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
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.
From Success to Significance: Creating a Values-Driven Financial Legacy
A truly effective financial plan doesn’t just aim for growth—it prepares for life.
What to Do When You Receive a Financial Windfall: Planning with Purpose, Not Pressure
A sudden influx of wealth can be both exhilarating and overwhelming. Whether it comes from the sale of a business, an inheritance, a divorce settlement, or a concentrated equity payout, a windfall introduces a new layer of complexity to your financial life.
Is Your Financial Plan Designed for Resilience—or Just Growth?
A truly effective financial plan doesn’t just aim for growth—it prepares for life.
Should You Consider a Donor-Advised Fund? A Smart Giving Strategy for High-Impact Families
Over the past decade, Donor-Advised Funds (DAFs) have become one of the fastest-growing philanthropic tools in the U.S.—and for good reason.
When Markets Feel Uncertain, What Should You Actually Do?
It’s easy to stay calm when markets are up and headlines are positive. But as any seasoned investor knows, the real test of your financial plan comes during times of uncertainty.
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