FINRA’s BrokerCheck to obtain more information about our firm and its financial professionals.
Over 1,000 Years* of Combined Experience
A private wealth advisory team built on a single founding principle — a commitment to put your interests above all. Disciplined strategy, hundreds of hours of research, and a relationship measured in generations.
*We stopped counting at 1,000.
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Hear directly from the partners who built TSG Wealth Management — their philosophy, their standard of care, and our approach to putting your interests above all.
It's the fastest way to understand who we are before we ever meet: the discipline, the research, and the relationships that define the TSG difference.
Meet the TeamFrom growing and preserving your investments to planning your legacy, our specialists coordinate every dimension of your wealth under one disciplined strategy.
A disciplined, research-driven strategy designed to grow and provide guidance for your future across every market cycle.
Learn More →Helping ensure your success leaves a legacy that lives on — thoughtfully structured for the people and causes you love.
Learn More →Coordinated tax management strategies that helps keep more of what you earn working toward your goals.
Learn More →Strategic guidance for owners and executives — from succession to liquidity and everything in between.
Learn More →Strategies to help safeguard your family and income against life's uncertainties.
Learn More →Access to sophisticated lending solutions integrated seamlessly with your broader wealth plan.
Learn More →A family approach to wealth — aligning your plan with what matters most across every generation.
Learn More →Specialized guidance for athletes and talent — built to make sudden wealth last a lifetime.
Learn More →
Every wealth advisor believes they can get you results — but are they getting you the best results? We believe the difference is measured in the time and care we invest in your plan.
Hundreds of hours of research go into every strategy, so we don't just meet expectations — we work to exceed them.
Joining TSG isn't a transaction — it's the beginning of a relationship. Here is how we welcome you, and how we walk alongside you from your first conversation forward.
We begin by listening. An unhurried conversation about your goals, your family, and where you see yourself in 5, 10, or 50 years.
Hundreds of hours of research shape a plan built entirely around you — disciplined, personal, and clearly explained.
Our dedicated investment strategy team puts your plan to work, coordinating every moving part with discipline and precision.
We stay close — reviewing, adjusting, and guiding through every season of life and market. Your interests, always first.
Best-In-State Wealth Management Teams
TSG Wealth Management
Top 250 Wealth Advisors
Mark Schulten, CFP®
Managing Partner
Allen Schreiber, MBA
Partner
Top 250 Private Wealth Management Teams
TSG Wealth Management
Top 1,500 Financial Advisors
Mark Schulten, CFP®
Managing Partner
Allen Schreiber, MBA
Partner
2026 Barron's Top 250 Private Wealth Management Teams: Awarded May 2026; Data Compiled by Barron's based on the time period from Jan. 2025 - Dec. 2025 (Source: Barrons.com). View Award Disclosures
2026 Barron's Top 1,500 Financial Advisors: Awarded March 2026; Data Compiled by Barron's based on the time period from Sept. 2024 - Sept. 2025 (Source: Barrons.com). View Award Disclosures
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com). View Award Disclosures
2026 Forbes Top 250 Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24 - 6/30/25 (Source: Forbes.com). View Award Disclosures
Timely thinking from our team, powered by one of the largest financial institutions in the world.
TSG Wealth Management is proud to announce the opening of its Chico office and to welcome Old Oak Partners of TSG Wealth Management to the practice. The team is led by Managing Directors Ric Wilson and Matt Holzwarth, joined by Client Associate Cayden Hill, and......
21 August, 2026
TSG Wealth Management is proud to announce additions to its Fresno office and the opening of its Bakersfield office, welcoming Lance Dunn, CFP®, Managing Director, to the TSG family, along with his daughter, Lexis Dunn, AAMS®, Vice President, and Karen Ursua, Senior Client Associate. The......
21 August, 2026
In this installment of our Meet TSG series, we introduce Jamie A. Meronoff, CFP®, Managing Director with La Jolla Wealth Partners of TSG Wealth Management. Jamie shares his collaborative, partnership-driven approach to wealth management—working alongside clients, their CPAs and estate planning attorneys, and his own team......
18 August, 2026
Losing a spouse is one of life’s most difficult transitions. In the middle of grief, the surviving spouse is often asked to make decisions that feel immediate, complex, and deeply consequential. There may be estate documents to locate, bills to pay, accounts to retitle, insurance benefits to......
11 August, 2026The who, what, when, where, and why of working with TSG Wealth Management.
TSG Wealth Management is an award-winning private wealth advisory team of 184 professionals serving clients nationwide from 28 offices. Guided by partners including Mark Schulten, CFP® (Managing Partner) and Allen Schreiber, MBA (Partner), the team provides wealth advisory services through Wells Fargo Advisors Financial Network. Meet the team →
TSG provides a complete approach to every aspect of your financial life: investment planning, retirement planning, estate planning strategies, tax planning strategies, business advisory, insurance and annuity, lending, life and family planning, certified divorce financial analysis, and sports and entertainment wealth management. Explore all services →
TSG's advisors bring over 1,000 years of combined experience* and more than $21 billion in assets under management.** For decades, the team has helped clients grow, preserve, and transfer their wealth across every market cycle. See our recognition →*We stopped counting at 1,000.
**As of 8/21/26.
TSG Wealth Management has 28 offices across the United States, including Long Beach, Irvine, Beverly Hills, Manhattan Beach, San Francisco, Las Vegas, Denver, Scottsdale, Santa Fe, and Bellevue, with wealth advisors serving clients nationwide. Find an office near you →
TSG's founding principle is to put your interests above all. The team invests hundreds of hours of research into every client's plan and builds lasting relationships with clients and their families — all backed by the strength of Wells Fargo Advisors Financial Network. Discover the difference →
Becoming a TSG client follows a four-step journey: Discover (an introductory conversation about your goals), Design (a customized plan), Implement (putting the strategy to work), and Facilitate (ongoing guidance and review). You can begin any time by starting the conversation. Start the conversation →
Discover what it feels like to have a team that puts your interests above all. We'd be honored to learn about your goals.
Start the Conversation →FINRA's BrokerCheck to obtain more information about our firm and its financial professionals.
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