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On November 1, 2024, Mooney Lyons joined forces with 9 other like-minded, independent financial advisory practices to create a firm designed to revolutionize the industry.
VestGen's goal is simple - provide industry-leading wealth management and business succession services with unparalleled client focus. We are building a firm that will offer a family office experience for all clients, full-stack technology solutions, a cutting edge portfolio management and trading platform, bolstered by the wisdom and experience of each team's combined industry experience.
We will continue to support you as your financial advisor, bolstered by the collective abilities and resources of our co-founders. We are thrilled to have you by our side as we enter this new phase together.
Please look out for more communications from us in the coming weeks. For more information, visit vestgen.com.
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