VestGen St. Charles

Guidance for Life’s Financial Journey

Welcome

We serve as a dedicated resource for individuals, families, and business owners. We take a holistic approach—integrating investments, retirement, estate, and tax strategies—so you can pursue your goals with clarity and confidence.

Focused on You. Committed to Long-Term Relationships

At VestGen, we know meaningful client relationships are rooted in transparency and long-term vision. Our advisors take the time to understand your goals, your tolerance for risk, and the legacy you want to build. With the backing of the VestGen ecosystem, we deliver solutions designed to evolve as your life and needs change.

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Our Services

  • Investment Management – Guidance supported by access to a broad platform of solutions.
  • Retirement Planning – Strategies designed to support your retirement goals.
  • Estate & Legacy Planning – Strategies to help preserve and transfer wealth across generations.
  • Insurance Solutions – Coverage designed to help safeguard your family, lifestyle, and business.
  • Business Owner Services – Retirement plans, succession planning, and financial guidance for growth.
Learn More About Our Services

Meet the team

Dave Walker

Managing Director
Wealth Advisor

Rachel Goldsboro

Administrative Assistant

Get in touch

We serve as a dedicated resource for individuals, families, and business owners. We take a holistic approach—integrating investments, retirement, estate, and tax strategies—so you can pursue your goals with clarity and confidence.

VestGen St. Charles

459 Dunham Road, Suite 200
St. Charles, IL 60174
Phone: (630) 945-3235
Fax: (630) 945-3391

Schedule a Conversation Today