VestGen Wealth Partners' Conference: Shaping the Future of Advisor Succession

VestGen Wealth Partners' Inaugural Conference: Building a Stronger Future for Advisors

On June 4, 2025, VestGen Wealth Partners made waves in the wealth management industry by hosting its first-ever national conference, aptly named the ONE VestGen Conference. This inaugural event brought together advisors and industry experts with the goal of sharing insights and best practices to address pressing issues such as advisor succession, multi-generational client service, and the integration of cutting-edge technology.

Founded just five months prior, VestGen has quickly established itself as a transformative force in the sector by focusing on the critical challenge of advisor succession. Josh Gerry, the CEO and founder of VestGen, emphasized the importance of the event, stating, "In just five short months since our launch, we've brought together an incredible team of veteran executives and experienced advisors who are committed to our vision of solving the succession crisis in the wealth management space by delivering better service solutions across generations of clients and providers."

The conference featured five informative panel sessions, three thought-provoking keynote addresses, and numerous networking opportunities. These elements served as a prime platform for attendees to connect and collaboratively explore innovative solutions for the challenges facing the industry. The sessions were structured to cover a wide array of relevant topics, aiming to foster engagement and knowledge sharing among participants.

Focus on NextGen Advisors and Technological Integration

A notable theme throughout the sessions was the firm’s commitment to attracting NextGen Advisors—both those with and without established businesses. By nurturing these new entrants, VestGen aims to empower them to take over from those exiting the industry, ensuring a smooth transition of client service and deepening relationships with clients across generations.

The agenda included a keynote from Andrew Opdyke, CFA, an economist at First Trust Advisors, who explored the intertwined roles of governmental spending and tariffs in his presentation titled "2025 Promise and Payback." He offered valuable insights on how the United States can navigate its role in the global market effectively.

Bob Rice, Managing Partner at Tangent Capital Partners, took the stage to address the "Radical Consequences of a Digital Society." He provided an intriguing perspective on viewing AI as a horizontal field rather than a vertical one, challenging attendees to rethink how they measure performance and success in a rapidly changing economic landscape.

Meanwhile, Marc Lipschulz, Co-CEO of Blue Owl Capital, shed light on the complexities and potential gains within the private markets, highlighting the abundant opportunities hidden beneath the surface that advisors and clients alike could leverage in their financial journeys.

A Vision for the Future of Wealth Management

VestGen, which officially launched in December 2024, has already formed an impressive network comprising ten financial advisory practices with a collective asset management reach of $5.3 billion. The firm recently announced an expansion of its leadership team, a strategic move designed to combine startup enthusiasm with the scale of established enterprises to achieve ambitious growth goals.

Through its unique model, VestGen aims to transform the wealth management industry by integrating comprehensive financial planning, tax, insurance, and legal services into a cohesive family office experience. The focus remains on preserving wealth while empowering clients to take charge of their future, ensuring legacies are upheld and passed down through generations.

In conclusion, the ONE VestGen Conference has set a strong foundation for transforming advisor practices and relationships within the wealth management sector. As the landscape continues to evolve, VestGen is poised to lead the charge, redefining what it means to build and sustain wealth in today's technologically driven age. Stay tuned for more innovations from VestGen as they further champion advisor succession and multi-generational services.

For more information on VestGen Wealth Partners and their offerings, visit vestgen.com.