VestGen Chicago

Where Insight Meets Intention

Welcome

We believe wealth management is about building a relationship that allows us to anticipate your needs, simplify your financial life, and create strategies that endure. We are here to provide clarity, confidence, and care. VestGen Chicago offers a boutique, family office experience with a focus on alternative investments and long-term relationships. Our approach combines high-touch, highly personalized wealth management solutions with decades of experience, allowing us to serve as your partner in building, protecting, and preserving your legacy.

Why Choose Us?

A Boutique Experience
VestGen offers the experience of a family office, providing services that go beyond traditional wealth management. From comprehensive tax and estate planning to bespoke investment portfolios, our approach is tailored to your goals and lifestyle.

Deep Experience In Alternatives
We offer clients access to alternative investments, including private equity, private real estate, and private credit opportunities. We build a portfolio as dynamic and sophisticated as your ambitions.

Personalized Service, Global Perspective
Drawing from a wealth of experience and insights, we prioritize building long-term relationships based on trust, understanding, and a shared commitment to your success.

Life Planning

At VestGen Chicago, we help you prepare for major milestones – from beginning a new career to leaving a legacy for your grandchildren. We create financial plans that addresses your immediate needs and future dreams.

Just Starting Out

It’s never too early to start saving. While your primary concerns may be centered around paying for living expenses and kick-starting your career, being young gives you an edge if you want to build wealth for retirement. Developing a savings plan and investing early will allow you to benefit from compound interest, take more investment risks, and have a sound direction for achieving your retirement goals. We establish strategies for both short- and long-term financial success.

Birth of a Child

The birth of a new child is a cause for celebration, as well as the potential for big financial and lifestyle changes. Education savings plans will need to be created, wills and insurance policies will need to be updated, and a list of new expenses will need to be managed. We help you get financially prepared to provide your new child with the life that they deserve. Our plans include inevitable expenses, like childcare costs, medical expenses, and college tuition.

Opening a Business

Starting your own business is exciting! We clarify the type of budget you should consider for your business, as well as for your personal finances. We help clarify the type of retirement plan and benefit options most suitable for you and your employees.

Retirement Planning

Our advisors work with you to ensure you have the resources to retire the way you want to. What do you see yourself doing in retirement? No matter what your age or your assets, this is a question that we all ask ourselves at some point during our lives. Careful financial planning is how your dreams can be realized. Retirement planning will likely be one of the most important components of your overall financial plan.

Getting Married

You might be surprised by the amount of financial planning involved for newlyweds. From merging bank accounts to budgeting, it’s important to get organized as you prepare to chart your financial future together. Our financial planners provide an objective perspective to help you think through budgeting, determining who will pay for what, and setting financial goals. We’re thorough. We want to ensure nothing is overlooked as you begin this new chapter in your life.

College Funding

Education planning continues to get more and more complex. The costs continue to rise and the stress and anxiety for parents and students is at an all-time high. As part of a comprehensive financial plan, we guide you toward a strategy to incorporate an education savings plan within your financial planning goals. We listen to your objectives and provide personalized solutions so you can look ahead to a bright future for your child. We’re thorough. We want to ensure nothing is overlooked as you begin this new chapter in your life.

For Established Business Owners

Our advisors walk you through all the important financial steps that can help your business grow and succeed. We discuss the different types of retirement plans that you might want to consider and help you choose one that is appropriate for the financial goals for both you and your business. Looking for employee retirement plans for your company? We're here to help!

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Estate Planning

Estate planning can help ease the tension of dividing assets among your loved ones. Done well, a proper estate will have set aside enough money for beneficiaries while ensuring your assets go where you want them to. You can also set aside funds for a funeral, leaving your family with less to worry about during difficult times. Our advisors can also help choose methods to decrease the amount of estate taxes, it also accounts for medical planning should for unexpected physical or mental health decisions.

Starting a Family

Saving as a couple can have its advantages, but certain financial decisions are more complicated for couples. As your income is rising, your expenses may be as well. The financial decisions you make at this time can have the greatest impact on the financial lifestyle you enjoy in retirement. It’s likely that your priorities have begun to shift, and accumulating savings has become critical. We work with you to develop savings plans for education, adjust investment strategies according to your risk profile, and ensure that your long-term plan will provide for you and your family.

Changing Careers

Whether you’re re-joining the professional world, have recently lost a job, or are just looking for a new opportunity, embarking on a new career path can be an emotional time. Our advisors aim to alleviate any potential stressors by helping to budget and monitor everyday spending. In our experience, this process will help you feel more prepared and financially secure.

Selling a Business

Selling a business can be life changing. It requires physical, mental, and financial preparation. It is important to look at your current financial state and consider how that may change after your business is sold. The most beneficial thing you can do when selling a business is plan ahead. We help you focus on your goals with the end in mind, by helping you develop a transition strategy. This ensures you are getting what you need before, during, and after the process. We then help you optimize your earnings through a financial plan to get the most out of your transition.

Investment Management

We have access to advanced research technologies that allow us to help our clients find the plan that will be most beneficial to each of them. We incorporate current thoughts on the economy and markets to ensure our clients are getting the most up-to-date advice. Additionally, we take the time to walk clients through and manage portfolio risk and transparency.

Meet the team

At VestGen Chicago, we believe in the power of collaboration. Our team brings together decades of experience and specialized expertise, working seamlessly to deliver solutions tailored to your unique goals.

Terry McCaffery

Founder, Wealth Advisor

Brian DeGrado

Founder, Wealth Advisor

Steve Weber

Client Service Associate

Erik Guitierrez

Director, Client Service

John J. Zielinski

Wealth Advisor

Jason Sippel

Portfolio Associate

Mark W. Johnson

Wealth Advisor

Dave Holland

Wealth Advisor

Mylen Kimura

Client Service Associate

Barbara Trzebunia

Client Service Associate

Contact Us

Chicago

20 South Clark Street,
Suite 2130,
Chicago, IL 60603
(312) 782-1515

Dallas

5930 LBJ Freeway,
Suite 401,
Dallas, TX 75240
(972) 841-9117