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VestGen Wealth Partners Expands National Reach with Retirement Services

On October 24, 2025, VestGen Wealth Partners, LLC, a rapidly growing firm in wealth management, announced the launch of its new initiative, VestGen Retirement Services. This strategic expansion aims to provide retirement plan sponsors with robust fiduciary oversight and enhanced participant engagement, creating a more tailored experience in the retirement planning landscape.

Previously affiliated with Osaic, the advisory team joining VestGen brings with it a substantial portfolio of approximately $662 million in client assets, strengthening the company's foothold in the retirement sector. The team, based out of Oak Brook, Illinois, consists of seasoned professionals with decades of experience in assisting business owners, HR leaders, and transitioning individual participants from employer-sponsored plans.

At the helm of this new venture is Bob Greulich, CPFA®, who boasts over 40 years of experience in wealth and retirement management. He will hold the position of Managing Director and Wealth Advisor at VestGen Retirement Services, partnering with James Kim, who will focus on individualized client services and tailored wealth strategies. Their efforts will be bolstered by a dedicated client service and operations team, well-prepared to navigate the complexities of retirement planning.

Greulich emphasized the need for plan sponsors to offer compliant plans that also deliver a competitive edge. He pointed out that an effectively managed retirement program not only attracts and retains top talent but also instills confidence in employees regarding their ability to retire gracefully and on time.

Josh Gerry, Founder and CEO of VestGen, articulated the firm's vision for a new kind of wealth management landscape. He noted that while the industry rapidly evolves, maintaining a personal touch is crucial. VestGen seeks to create a firm that intertwines growth and a sense of community—a holistic ecosystem where clients can actively engage in financial planning rather than passively access it. With capabilities rivaling the largest firms, VestGen accomplishes this through advisors who prioritize personal relationships with their clients, remembering names and individual circumstances.

The newly established VestGen Retirement Services is poised to lay the groundwork for a more comprehensive suite of services for both plan sponsors and participants. This initiative will encompass various aspects from plan design and fiduciary oversight to participant education and wealth transition strategies.

About VestGen Wealth Partners

VestGen Wealth Partners, LLC, has established itself as a fully integrated national wealth-management ecosystem dedicated to ensuring seamless transitions for retiring advisors and their clientele. With a fundamental focus on nurturing the next generation of advisors, VestGen strives to equip individuals and families with comprehensive financial planning services that span across generations. Leveraging state-of-the-art technology, coupled with an unwavering commitment to client success, VestGen is redefining wealth preservation and relationship management for future generations. By merging holistic financial planning, tax services, wealth management, insurance, and legal services, VestGen provides a family office experience that emphasizes personalized, sophisticated service tailored to each client’s unique needs. To learn more, visit vestgen.com.

Conclusion

In summary, VestGen's expansion into retirement services marks a significant development in the wealth management sector. By prioritizing personalized engagement and offering robust fiduciary services, VestGen aims to better serve its clients and revolutionize the retirement planning experience.

For media inquiries, contact Donald C. Cutler or Lorene Yue at 424-317-4864 or [email protected].