ONE VestGen Conference Fostered Advisor Relationships and Best Practices at VestGen Wealth Partners' Inaugural Event

Keynotes and panels aimed at solving advisor succession, multi-generational client service, and technology innovation

CHICAGO, June 4, 2025 /PRNewswire/ -- VestGen Wealth Partners, LLC (VestGen), the wealth management ecosystem revolutionizing the industry by solving for advisor succession while providing dedicated client service across generations, brought advisors and industry experts together to foster relationships and share best practices to drive growth.

The firm's first national conference featured five panel sessions, three keynote speakers, and several networking opportunities for VestGen advisors to network and engage with leadership.

"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," said Josh Gerry, founder and CEO of VestGen. "This event provided an incredible platform to present our strategy and learn from each other as we move into the second half of our first year of operations."

Four Pillars. One Legacy. Generations of Impact.
A key aspect of VestGen's strategy is attracting NextGen Advisors — those with or without established books of business — to join the firm and support those exiting the business.

ONE VestGen provided advisors with insights on business development, integration of advanced technology and AI into their practices and marketing and communications strategies.

Andrew Opdyke, CFA, an economist at First Trust Advisors, opened the event with a keynote on "2025: Promise and Payback" where he explored the interrelation of governmental spending and tariffs and possible ways to balance them harmoniously going forward, as the United States takes center stage in the global marketplace.

Bob Rice, Managing Partner for Tangent Capital Partners, discussed the "Radical Consequences of a Digital Society" and how AI should not be viewed as a vertical, but a horizontal field. He questioned how anyone can use old industrial standards to measure new industrial economies.

Marc Lipschulz, Co-CEO of Blue Owl Capital, discussed the depth and scope of the private markets and the exponential growth of the opportunities that lie underneath the surface.

VestGen launched in December 2024 with an impressive roster of 10 financial advisory practices collectively managing $5.3 billion in assets. Earlier this year, the firm announced the expansion of its leadership team, which will leverage VestGen's start-up energy and scale of an established enterprise to achieve its ambitious growth goals through innovative succession support and NextGen Advisors' professional development.

About VestGen Wealth Partners

VestGen Wealth Partners, LLC is a first-of-its-kind wealth management ecosystem designed to seamlessly connect advisors, families, and their legacies under one unified platform. By combining cutting-edge technology, intergenerational talent, and unwavering commitment to client success, VestGen is redefining what it means to preserve wealth and relationships for generations. VestGen integrates comprehensive financial planning, tax, wealth management, insurance, and legal services into a family office experience providing clients with the personalized and sophisticated service they deserve. With a mission to build wealth, preserve legacies and empower the future of wealth management, VestGen is poised to become the premier destination for advisors and investors alike. For more information, visit vestgen.com.

Disclosure

VestGen Advisors, LLC is an SEC-registered investment advisor. Securities offered through Private Client Services, a FINRA member broker-dealer. This is not an offer to buy or sell securities. For more information visit vestgen.com.

Media Contact:

Donald C. Cutler
Haven Tower Group, LLC.
dcutler@haventower.com

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SOURCE VestGen