VestGen Wealth Partners Expands into Retirement Market 

VestGen Wealth Partners, LLC has announced a strategic expansion into the retirement plan market with the launch of VestGen Retirement Services, a new division focused on providing institutional-grade fiduciary oversight, plan design consulting, and participant engagement for employers and their workforces. 

Joining VestGen is an experienced retirement-focused advisory team previously affiliated with Osaic, representing approximately $662 million in client assets. Based in Oak Brook, Illinois, the team brings decades of experience advising business owners, HR leaders, and plan participants navigating transitions from employer-sponsored retirement plans to personalized wealth strategies. 

Bob Greulich, a veteran advisor with more than 40 years of experience in wealth and retirement management, will serve as managing director and wealth advisor for VestGen Retirement Services. He will be joined by James Kim, who will continue to specialize in individual wealth planning and rollover strategies, ensuring continuity for existing clients while expanding the firm’s reach in the retirement space. The group will be supported by a dedicated client service and operations team. 

“The wealth management space is evolving rapidly, often at the expense of personalization,” said Josh Gerry, Founder and CEO of VestGen. “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.