VestGen Debuts Retirement Initiative With Addition of $662M Ex-Osaic RIA
Wealth management firm VestGen Wealth Partners LLC announced a strategic expansion into the retirement plan market with the launch of VestGen Retirement Services. The new initiative is designed to deliver institutional-grade fiduciary oversight and participant engagement to plan sponsors seeking a more proactive, personalized experience.
Joining VestGen to help shape this expansion is a retirement-focused advisory team previously affiliated with Osaic and bringing approximately $662 million in total client assets. Based in Oak Brook, Ill., the group brings decades of experience serving business owners, HR leaders, and individual participants transitioning from employer-sponsored plans.
Bob Greulich, a veteran adviser with more than 40 years in wealth and retirement management, will serve as a managing director, wealth adviser for VestGen Retirement Services, alongside James Kim, who will continue his focus on serving individual clients and participants through tailored rollover and wealth strategies. They are supported by client service and operations teams.
“Plan sponsors need compliant plans, but they also need a competitive advantage,” said Greulich. “A well-run retirement program helps companies attract and retain top talent, while giving employees the confidence to retire on time and with dignity.”
Josh Gerry, founder and chief executive officer of VestGen, added: “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 advisers who know their clients by name. This addition is a gateway to that vision.”
From plan design and fiduciary oversight to participant education and wealth transitions, leadership said VestGen Retirement Services will serve as the foundation for a broader, fully integrated solution for plan sponsors and participants.
VestGen launched in December 2024 with 10 financial advisory practices collectively managing $5.3 billion in assets. At the time of C-suite additions, the firm said it was “dedicated to solving the succession challenges facing the industry as financial advisers continue to retire in greater numbers.”
More recently, the firm added six wealth management practices representing approximately $1.5 billion in assets. Also, AltsWire reported on the firm’s appointment of Robert “Bob” Hostetter as chief investment officer.
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