Experienced Financial Advice

With over 50 years of experience ready to serve you

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Long Beach

TSG Joins The City of Lights

TSG Wealth Management is proud to announce
that we've expanded to Las Vegas!

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Las Vegas

Here We Grow Again

TSG Wealth Management continues expansion
by opening a new office in La Jolla, CA!

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La Jolla

TSG Wealth Management Advisors | Beverly Hills Financial Advisors

Customized Investment Planning

Your Investment Plan Should Fit Your Goals

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Beverly Hills

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Your Trusted Financial Relationship

Our Dedicated Team of Financial Advisors, Investors and Planners Have You Covered

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Irvine - Newport Beach

TSG Wealth Management Advisors | RenoTahoe Financial Advisors

Established in 1965. Reinvented in 2019.

Learn about our over 50 years of service and what's next for TSG!

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Lake Tahoe

Over 300 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.

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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 100 FINANCIAL ADVISORS

2015-2023
Mark Schulten, CFP®, Managing Partner

TOP 100 PRIVATE WEALTH TEAMS

2022-2023
TSG Wealth Management

FORBES

TOP 250 WEALTH ADVISORS

2016-2023
Mark Schulten, CFP®, Managing Partner

The Barron’s Top 100 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

The Barron’s Top 100 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year’s size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

The Forbes Top 250 Wealth Advisors (AKA Top Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

*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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