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VestGen Wealth Partners Expands with Six New Advisory Teams and $1.5 Billion in Client Assets

VestGen Wealth Partners Expands with Six New Advisory Teams

In an impressive move set to elevate its standing in the wealth management industry, VestGen Wealth Partners, LLC has successfully integrated six new advisory practices into its growing platform. This expansion represents a staggering $1.5 billion in client assets, demonstrating VestGen's dedication to strategic growth and advisor succession. VestGen, known for its innovative approach to managing wealth, now oversees approximately $7 billion in total client assets, supported by a formidable team of 45 advisors operating across the United States.

This strategic acquisition is part of VestGen's commitment to solving the industry's succession challenges while ensuring continuity in client service across generations. The newly added advisory teams come with a wealth of expertise and are led by seasoned professionals. Notably:

- Ursula Daley, JD heads an all-female team specializing in institutional clients, contributing $410 million in client assets from their Oak Brook, Illinois office.

- Michael Moloney leads another team with $400 million in assets, based in the St. Louis metro area. He also serves as the Executive Director of the Hausstette Foundation, showcasing his dedication to community philanthropy and earning accolades like the Secretary of Defense Employer Support Freedom Award.

- In Kansas City, Michael Martin manages a six-person team specializing in financial planning for retirees and professionals, adding $280 million in assets.

- A unique practice co-led by Jeff Lesniewicz and Brian Ahern, focusing on serving athletes, has brought $250 million in assets. This Chicago-based team caters to the wealth management needs of athletes at all levels, from collegiate to professional.

- John Straley leads another team that focuses on holistic financial planning with $219 million in assets, serving clients in Chicago's northwest suburbs.

- Lastly, Jon Lewis oversees $60 million in assets, leveraging nearly four decades of experience to offer clients comprehensive wealth management services, operating out of Florida and Michigan.

The integration of these teams into VestGen's ecosystem reflects the firm's vision to offer robust financial planning services, including tax compliance, estate planning, and retirement resources. VestGen emphasizes maintaining high-touch, local relationships with families, ensuring seamless continuity throughout generations of wealth management.

Josh Gerry, the Founder and CEO of VestGen, expressed confidence in the firm’s trajectory, stating, “In less than a year, we have created a competitive firm addressing the succession issue in the wealth advisory space with minimal disruption to clients' lives.” He highlighted that the addition of these teams enhances resources for advisors and guarantees uninterrupted, quality care for families.

Following its launching in late 2024 with an initial roster of 10 financial advisory practices managing $5.3 billion in assets, VestGen continues to build on this foundation. The firm is also expanding its leadership and NextGen advisor teams, emphasizing a dynamic approach to professional development, making its platform ideal for advisors and clients alike.

As VestGen looks ahead, it aims to integrate additional services and wealth management offerings, further enriching its value proposition for both advisors and clients. The firm positions itself as a pioneering wealth management destination dedicated to building legacies and empowering future generations, demonstrating its commitment to excellence in client service.

About VestGen Wealth Partners

VestGen Wealth Partners, LLC, a premier wealth management ecosystem, is transforming how advisors, families, and their legacies connect. By harnessing cutting-edge technology, intergenerational talent, and an unwavering commitment to client success, VestGen is at the forefront of redefining wealth preservation across generations. The firm combines comprehensive financial planning, tax, wealth management, insurance, and legal services, ensuring personalized and sophisticated client service throughout all stages of financial growth. For more details, visit vestgen.com.