VestGen Wealth Partners, a national wealth management firm focused on advisor succession and client continuity, has announced the launch of VestGen Retirement Services, a new division aimed at redefining how retirement plan sponsors manage fiduciary oversight, participant engagement, and long-term wealth outcomes.
The initiative marks a significant step in VestGen’s strategy to build a holistic wealth ecosystem that integrates institutional-grade retirement solutions with personalized client service.
As part of the expansion, VestGen welcomed an experienced retirement-focused advisory group formerly affiliated with Osaic, bringing $662 million in client assets. The Oak Brook, Illinois-based team adds decades of expertise in serving business owners, HR professionals, and individual participants navigating employer-sponsored plans and rollovers.
The division will be led by Bob Greulich, CPFA, who joins as Managing Director and Wealth Advisor, and James Kim, who will continue serving individual clients with tailored retirement and wealth strategies. Both advisors are supported by a seasoned client service and operations team.
VestGen Retirement Services aims to provide a fully integrated solution for plan sponsors, covering plan design, fiduciary compliance, participant education, and long-term wealth transitions. The initiative builds on VestGen’s mission to combine technology-driven growth with a deeply personalized approach to financial planning.
The expansion also reflects the firm’s commitment to serving a growing market of employers seeking competitive, compliant, and employee-centric retirement programs that improve retention and help workers retire with financial confidence.
KEY QUOTES:
“Plan sponsors need compliant plans, but they also need a competitive advantage. A well-run retirement program helps companies attract and retain top talent, while giving employees the confidence to retire on time and with dignity.”
Bob Greulich, CPFA, Managing Director and Wealth Advisor, VestGen Retirement Services
“The wealth management space is evolving rapidly, often at the expense of personalization. We’re building a firm that combines growth with soul — a unified ecosystem where employees don’t just access financial planning, they engage with it. With the same reach as the largest providers, we deliver through advisors who know their clients by name. This addition is a gateway to that vision.”
Josh Gerry, Founder and Chief Executive Officer, VestGen Wealth Partners
