CHICAGO, February 25, 2026 – VestGen Wealth Partners today announced that co-founder and wealth advisor Craig Bolanos has been named to the InvestmentNews Top Financial Professionals 2026 list, recognizing 100 leading financial professionals across the United States. The annual ranking honors advisors who have demonstrated disciplined growth in assets under management (AUM) and client relationships over the August 2024 to August 2025 evaluation period.
With more than 20 years in wealth management, Bolanos helps individuals, families, executives, and business owners make confident decisions through comprehensive planning and disciplined investment management. At VestGen, he guides clients through retirement income strategy, goal-based portfolio design, tax-aware investing, and ongoing wealth management, aligning every moving part of their financial lives.
InvestmentNews evaluated nominees using a quantitative methodology based 50 percent on 2025 AUM, 25 percent on AUM growth, and 25 percent on client growth, with professionals ranked on a composite score derived from these measures. The recognition focuses solely on business metrics and does not consider investment performance, client testimonials, or qualitative reputation factors.
Known for pairing a “Four Seasons” experience with “FedEx” efficiency, Bolanos emphasizes clarity, transparency, and responsiveness, particularly during volatile markets. He leverages VestGen’s ecosystem of CPAs and attorneys to integrate estate planning, business succession, insurance, and charitable giving, so clients can Get Retired, Stay Retired… on their terms.
About VestGen Wealth Partners
VestGen Wealth Partners, LLC is a fully integrated national wealth-management ecosystem purpose-built to ensure smooth and secure transitions for retiring advisors and their clients, develop next-generation talent, and provide individuals and families with robust financial planning across generations. By combining cutting-edge technology, and an unwavering commitment to client success, VestGen is redefining what it means to preserve wealth and relationships for generations. VestGen unites comprehensive financial planning, tax, wealth management, insurance, and legal services into a family office experience, providing clients with the personalized and sophisticated service they deserve. For more information, visit vestgen.com.
Disclosure
Advisory products and services offered through VestGen Advisors, LLC, a Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services LLC, Member FINRA/SIPC. Private Client Services and VestGen Advisors, LLC are unaffiliated entities. VestGen Advisors and Private Client Services do not offer legal or tax advice.
Media Contacts
Donald C. Cutler and Lorene Yue 424.317.4864 or 424.317.4854 dcutler@haventower.com or lyue@haventower.com