VestGen Wealth Partners Adds Six Advisory Practices to Its Platform
October 10, 2025
VestGen Wealth Partners added six wealth management practices (15 advisors) to its platform, bringing approximately $1.5 billion in client assets and raising total assets under management to roughly $7 billion. The additions — teams led by Ursula Daley, Michael Moloney, Michael Martin, Jeff Lesniewicz & Brian Ahern, John Straley, and Jon Lewis — expand VestGen's succession-focused wealth management footprint across multiple U.S. states.
- Buyers
- VestGen Wealth Partners
- Targets
- Practice led by Ursula Daley, JD, Practice led by Michael Moloney, Practice led by Michael Martin, Practice led by Jeff Lesniewicz and Brian Ahern, ChFC, CRPC, Practice led by John Straley, Practice led by Jon Lewis
- Industry
- Wealth Management
- Location
- United States
- Transaction Type
- Addon
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