UNMUTE

MUTE

Over 1,000 Years*

Combined Experience In Investment Planning

We believe the TSG Wealth Management difference lies in our dedication to quality and our disciplined approach to your wealth management and investments. We take pride in building relationships with our clients and their families first, so we can better understand your needs today and in the future.

*We stopped counting at 1,000

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$16B

ASSETS UNDER MANAGEMENT

148

TEAM MEMBERS

OFFICES

As of 8/15/25

Wealth Management

At TSG Wealth Management we provide a range of wealth management services to fit your goals and needs. From investments to business advice to lending and more…

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Investment Advice

At TSG Wealth Management we focus in four main areas of the investment planning process that gives you an effective overall strategy.

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Retirement Planning

Your retirement plan needs to contain a multitude of aspects that work together to create your overall strategy and secures your future.

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Estate Planning Services | TSG Wealth Management | Long Beach | Irvine | Beverly Hills

Estate Planning Strategies

At TSG Wealth Management we’re committed to ensuring that your success leaves a legacy that lives on beyond your time.

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Founding Principle

is to put your interests above all

The TSG Wealth Management founding principle was, and continues to be, to put your interests above all, with a goal to consistently exceed expectations.

What are your goals? Where do you see yourself in 5, 10, 25, 50 years? Are you looking to be more aggressive or simply maintain your wealth? Just a sampling of questions that lets us serve your interests above all else.

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TSG Wealth Management | Investment Planning | Financial Advisors

Accolades

Awarded by Industry Leading Publications

BARRON’S

TOP 250 PRIVATE WEALTH MANAGEMENT TEAMS

2025
TSG Wealth Management

TOP 1,200 FINANCIAL ADVISORS

2025
Allen Schreiber, MBA, Partner

FORBES

BEST-IN-STATE WEALTH MANAGEMENT TEAMS

2025
TSG Wealth Management

TOP 250 WEALTH ADVISORS

2025
Mark Schulten, CFP®, Managing Partner
Allen Schreiber, MBA, Partner

2025 Barron’s Top 250 Private Wealth Management Teams: Awarded May 2025; Data Compiled by Barron’s based on the time period from Jan. 2024 – Dec. 2024 (Source: Barrons.com). View Award Disclosures

2025 Barron’s Top 1,200 Financial Advisors: Awarded March 2025; Data Compiled by Barron’s based on the time period from Oct. 2023 – Sept. 2024 (Source: Barrons.com). View Award Disclosures

2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). View Award Disclosures

2025 Forbes Top 250 Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 – 6/30/24 (Source: Forbes.com). View Award Disclosures

*We have an award-winning team with accolades from Industry leading publications. Click here to find out more.

Key To Results

Clients First

Every financial advisor believes they can get you results, but are they getting you the best results? We believe that one of the keys to help ensure positive outcomes with our clients is the amount of time and care we put into your investment plan. Hundreds of hours of research are used to help ensure we not only meet, but exceed your expectations. We invite you to experience the TSG difference!

Discover The Difference

We are dedicated to quality, process and a disciplined approach to wealth management and investment. We work to build relationships with our clients and their families in order to best understand their needs, today and in the future.

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Meet The TSG Wealth Management Team

As your Investment Advisors, we will spend the time to understand your financial concerns and work with you to develop a customized investment program that we believe can best meet your needs.

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A Family Approach to Wealth Management

Our founding principle was, and continues to be, to put your interests above all, with a goal to consistently exceed expectations.

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Market & Economic Reports

The latest market analysis and reports come to you straight from our team. Powered by one of the largest financial institutions in the world we’re proud to bring you the most up-to-date financial information.

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