Vestgen Inverness & Downers Grove

Get Retired And Stay Retired

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Guiding You Toward Financial Security and Freedom. We are committed to helping you navigate your financial future with confidence. Since 2003, our team has provided personalized strategies that go beyond products, focusing instead on helping you retire and stay retired. Our approach puts you and your family at the heart of every decision, ensuring that your wealth serves your long-term goals.

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Whether you’re approaching retirement or managing family wealth, we’re here to guide you. Request a complimentary consultation today, and let’s start a conversation about how we can help you achieve your financial dreams.

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Comprehensive Financial Planning Tailored for You

Our wealth planning services are crafted to meet the unique needs of individuals and families. From investment management to tax and estate planning, we deliver personalized solutions designed to preserve and grow your wealth.

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Proud to be Serving Dave Ramsey Fans

At VestGen Inverness & Downers Grove, we’re proud to be a part of the SmartVestor Pro program—a select group of financial professionals dedicated to helping individuals and families take control of their financial futures.
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Why VestGen Inverness & Downers Grove?

Independent, Objective Advice
We provide custom strategies, free from proprietary product pressures. 

Fiduciary Responsibility
Our team acts solely in your best interest, ensuring transparency and trust.

A Family Office Experience
Benefit from services including comprehensive financial, tax, and estate planning.

On-Demand Webinars

3 Videos

Media

Craig Bolanos, Co-founder and Wealth Advisor at VestGen Wealth Partners, joins Scott Shellady on Rural Radio Channel 147 (SiriusXM) to discuss the growing impact of artificial intelligence on employment, productivity, and markets. Hear Craig’s perspective on why AI represents more than a technological shift and why investors should focus on “future-proofing” their portfolios by investing in what AI can’t replace or reprice. About Craig Bolanos Craig Bolanos is a Co-founder and Wealth Advisor at VestGen Wealth Partners, helping clients across generations get retired and stay retired. His media appearances deliver timely market updates, retirement strategies, and practical financial insights. Learn More & Connect Visit: https://hubs.ly/Q03STh110 Follow VestGen on LinkedIn: https://hubs.ly/Q03STjNF0 Listen to more radio appearances: https://hubs.ly/Q03SThbS0 Disclaimer: The views and opinions presented here are those of Craig Bolanos, and not necessarily those of VestGen Wealth Partners or Private Client Services. They are not intended to be specific investment, tax or legal advice for any individual and should not be construed as such. All information is believed to be from reliable sources, but we make no representations as to their completeness or accuracy. All economic and performance information is historical and not indicative of future results. Any market indices mentioned are unmanaged, and all investing carries risk. Securities offered by Registered Representatives through Private Client Services. Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through VestGen Advisors, a Registered Investment Advisor. Private Client Services and VestGen Wealth Partners are unaffiliated entities.
AI, Job Disruption, and Future-Proof Investing – Craig Bolanos on Rural Radio Channel 147 (SiriusXM)
Craig Bolanos, Co-founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams on WGN Radio’s Noon Business Lunch to discuss the market’s short-term pullback, the ongoing government shutdown, and the Supreme Court’s potential impact on U.S. tariff policy. Hear Craig’s insights on how AI continues to drive market enthusiasm, why fiscal uncertainty matters for long-term investors, and how sectors like energy, healthcare, and financials may offer renewed opportunities as the market re-balances. About Craig Bolanos Craig Bolanos is a Co-founder and Wealth Advisor at VestGen Wealth Partners, helping clients across generations get retired and stay retired. His media appearances deliver timely market updates, retirement strategies, and practical financial insights. Learn More & Connect Visit: https://hubs.ly/Q03SNtyt0 Follow VestGen on LinkedIn: https://hubs.ly/Q03SNsJx0 Listen to more radio appearances: https://hubs.ly/Q03SNs9W0 Disclaimer: The views and opinions presented here are those of Craig Bolanos, and not necessarily those of VestGen Wealth Partners or Private Client Services. They are not intended to be specific investment, tax or legal advice for any individual and should not be construed as such. All information is believed to be from reliable sources, but we make no representations as to their completeness or accuracy. All economic and performance information is historical and not indicative of future results. Any market indices mentioned are unmanaged, and all investing carries risk. Securities offered by Registered Representatives through Private Client Services. Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through VestGen Advisors, a Registered Investment Advisor. Private Client Services and VestGen Wealth Partners are unaffiliated entities.
Markets, Tariffs, and AI Momentum – Craig Bolanos on WGN Noon Business Lunch
In this episode of Common Cents on Business First with Angela Miles, Craig Bolanos, Co-founder and Wealth Advisor at VestGen Wealth Partners, shares practical ways investors can give back — while also making the most of available tax advantages. Learn how Qualified Charitable Distributions (QCDs), donor-advised funds, and the new $1,000 charitable deduction under the One Big Beautiful Bill Act can help your generosity go further this giving season. About Common Cents Common Cents features timely conversations on markets, investing, and personal finance with leading experts like Craig Bolanos. Each segment delivers actionable insights you can use to make smarter financial decisions. Learn More & Connect Visit: https://hubs.ly/Q03SNfNG0 Follow VestGen on LinkedIn: https://hubs.ly/Q03SNfHd0 Watch more Common Cents segments: https://hubs.ly/Q03SNj4h0 Disclaimer: The views and opinions presented here are those of Craig Bolanos, and not necessarily those of VestGen Wealth Partners or Private Client Services. They are not intended to be specific investment, tax or legal advice for any individual and should not be construed as such. All information is believed to be from reliable sources, but we make no representations as to their completeness or accuracy. All economic and performance information is historical and not indicative of future results. Any market indices mentioned are unmanaged, and all investing carries risk. Securities offered by Registered Representatives through Private Client Services. Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through VestGen Advisors, a Registered Investment Advisor. Private Client Services and VestGen Wealth Partners are unaffiliated entities.
Smart Ways to Give and Save on Taxes – Common Cents with Craig Bolanos | VestGen Wealth Partners
In this episode of In the Know with Craig Bolanos, Craig Bolanos, Co-founder and Wealth Advisor at VestGen Wealth Partners, and guest David discuss how inflation, dividend growth, and income strategies shape retirement success. Craig explains why inflation remains the “silent killer,” why Social Security’s 2.8% COLA may fall short for retirees, and how dividend-growing stocks and covered call strategies can help create resilient, inflation-fighting income portfolios for the years ahead. About In the Know with Craig Bolanos Hosted by Craig Bolanos, Co-founder and Wealth Advisor at VestGen Wealth Partners, this radio show brings you practical insights on markets, investing, and strategies to help you get retired and stay retired. Learn More & Connect Visit: https://hubs.ly/Q03RSdF80 Follow VestGen on LinkedIn: https://hubs.ly/Q03RSd4M0 Listen to more episodes: https://hubs.ly/Q03RSd6C0 Disclaimer: The views and opinions presented here are those of Craig Bolanos, and not necessarily those of VestGen Wealth Partners or Private Client Services. They are not intended to be specific investment, tax or legal advice for any individual and should not be construed as such. All information is believed to be from reliable sources, but we make no representations as to their completeness or accuracy. All economic and performance information is historical and not indicative of future results. Any market indices mentioned are unmanaged, and all investing carries risk. Securities offered by Registered Representatives through Private Client Services. Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through VestGen Advisors, a Registered Investment Advisor. Private Client Services and VestGen Wealth Partners are unaffiliated entities.
Inflation, COLA, Dividend Growth & More – In the Know with Craig Bolanos | (Aired: 10.26.2025)
In this episode of Common Cents on Business First with Angela Miles, Craig Bolanos, Co-founder and Wealth Advisor at VestGen Wealth Partners, explores the connection between emotions, elections, and investing. He reminds investors to “check their politics at the door” and focus on fundamentals, long-term innovation, and the megatrends shaping America’s economic future—from artificial intelligence and healthcare disruption to emerging opportunities in finance and technology. About Common Cents Common Cents features timely conversations on markets, investing, and personal finance with leading experts like Craig Bolanos. Each segment delivers actionable insights you can use to make smarter financial decisions. Learn More & Connect Visit: https://hubs.ly/Q03RS6T00 Follow VestGen on LinkedIn: https://hubs.ly/Q03RS2mR0 Watch more Common Cents segments: https://hubs.ly/Q03RRZwb0 Disclaimer: The views and opinions presented here are those of Craig Bolanos, and not necessarily those of VestGen Wealth Partners or Private Client Services. They are not intended to be specific investment, tax or legal advice for any individual and should not be construed as such. All information is believed to be from reliable sources, but we make no representations as to their completeness or accuracy. All economic and performance information is historical and not indicative of future results. Any market indices mentioned are unmanaged, and all investing carries risk. Securities offered by Registered Representatives through Private Client Services. Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through VestGen Advisors, a Registered Investment Advisor. Private Client Services and VestGen Wealth Partners are unaffiliated entities.
Emotions, Elections, and Investing in America – Common Cents with Craig Bolanos | VestGen
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The views and opinions presented here are those of Craig Bolanos, and not necessarily those of VestGen or Private Client Services. They are presented for general illustrative and informational purposes only. They are not intended to be specific investment, tax or legal advice for any individual and should not be construed as such. Always consult a financial, tax or legal professional regarding your specific situation. All information presented is believed to be from reliable sources, but we make no representations as to their completeness or accuracy. All economic and performance information is historical and not indicative of future results or performance. One cannot invest directly in an index. Any market indices mentioned are unmanaged, and all investing carries risk including possible loss of principal. Securities offered by Registered Representatives through Private Client Services. Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through VestGen Advisors, a Registered Investment Advisor. Private Client Services and VestGen Advisors are unaffiliated entities.

Useful Guides

Explore our comprehensive guides designed to simplify retirement planning. From savings strategies to investment basics, our resources empower you to make informed decisions for a secure future.

One Big Beautiful Bill Act (OBBBA) - Tax Opportunities for Investors​

Get The Guide
2025 VestGen Tax Planning Guide

2025 Tax Planning Guide

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Optimizing Your Social Security in Today's World

Optimizing Your Social Security in Today's World

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Trade War 2.0 - Investor Briefing Condensed Edition

Trade War 2.0 - Investor Briefing Condensed Edition

Get The Guide
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Meet the team

You will enjoy and appreciate the numerous benefits of being supported by our team. Since 2003, we have been helping our clients work toward financial security with our personalized approach to wealth planning, accumulation, and preservation.

Craig Bolanos

CMFC®, AIF®
Founder, Wealth Advisor

Leslie Bolanos

Managing Director,
Operations

Michael Sullivan

AIF®
Managing Director,
Wealth Advisor

David Bolanos

AWMA®, AIF®
Managing Director,
Wealth Advisor

Nicholas Punzio

Wealth Advisor

Patrick Crowley

AWMA®
Executive Director,
Client Service

Jeffrey Innocenti

Director, Trading Operations

Thomas Gruszka

CFP®
Director,
Financial Planning

Lisa Belmonte

Director, Client Development

Haley Swanson

Client Experience Associate

Nicholas Moffa

Client Services Associate

Denise Coniglio

Operations Associate

Magen Rafalzik​

WMS℠
Operations Associate

Christopher Worthley

Operations Associate

Carly Havlichek

Operations Associate

Gavin Bolanos

Wealth Associate

As Seen on

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US-News
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Money
Sun-Times
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WBBM
Forbes

Meet the team

You will enjoy and appreciate the numerous benefits of being supported by our team. Since 2003, we have been helping our clients work toward financial security with our personalized approach to wealth planning, accumulation, and preservation.

03 Craig Bolanos 4366bw_crop

Craig Bolanos

CMFC®, AIF®
Founder, Wealth Advisor

Leslie Bolanos

Managing Director,
Operations

Michael Sullivan

Managing Director,
Wealth Advisor

David Bolanos

Managing Director,
Wealth Advisor

Nicholas Punzio

Wealth Advisor

Patrick Crowley

Executive Director,
Client Service

Jeffrey Innocenti

Director,
Trading Operations

Thomas Gruszka

Director,
Financial Planning

Lisa Belmonte

Director, Client Development

Haley Swanson

Client Experience Associate

Nicholas Moffa

Client Services Associate

Denise Coniglio

Operations Associate

Magen Rafalzik​

Operations Associate

Christopher Worthley

Operations Associate

Carly Halvichek

Operations Associate

Contact Us

Inverness

1605 Colonial Parkway,
Inverness, IL 60067
(847) 907-9600

Downers Grove

2001 Butterfield Rd, Suite 160,
Downers Grove, IL 60515
(847) 907-9600

About Five Star Professional Wealth Managers
This award was issued on 1/1/24 by Five Star Professional (FSP) for the time period 4/10/23 through 10/31/23. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2,149 Baltimore-area wealth managers were considered for the award; 257 (12% of candidates) were named 2024 Five Star Wealth Managers. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.