Vestgen Wealth Partners

At VestGen, we’re transforming succession planning. We’ve created a first-of-its-kind destination where retiring advisors can transition their businesses with confidence, providing their clients and loved ones with the care of a trusted team who share their values and vision. Founded by Josh Gerry and 13 trailblazing advisors, VestGen was built to do what no one else has dared: create a thriving ecosystem that seamlessly integrates every aspect of wealth management. With a shared ADV, unified brand, one finance function, and a forward-looking tech stack, we’ve removed barriers, enabling advisors and their clients to grow in a way that feels effortless and deeply personal. VestGen is a values-driven community where retiring advisors leave a legacy they’re proud of, Gen2 talent finds purpose and opportunity, and clients experience an elevated standard of care. We’re building the future of wealth management today, and we invite you to be part of it. ONE VestGen. One vision. One future. VestGen Advisors is an SEC registered investment advisor. Please see our website for additional information about our firm.