Nov 21, 2024 TSG’s Legacy Team Earns Recognition as Forbes Top Wealth Management Teams for High Net Worth
TSG Wealth Management's legacy team, consisting of Mark Schulten, Managing Partner, Allen Schreiber, Partner, John Szymura, Senior Vice President, Lori Zorn, First Vice President, and Merlin Micken, First Vice President, has earned a coveted spot on the 2024 Forbes Top Wealth Management Teams for High Net Worth list. The recognition underscores the team's unwavering commitment to providing customized and strategic financial solutions for high-net-worth individuals. This achievement marks their third consecutive year of receiving the award, having also earned it in 2022 and 2023.
Mark Schulten expressed pride in the accolade: “This honor reflects our team's dedication to helping clients achieve their financial goals. Our collective experience and client-centered approach remain at the center of what we do.”
The Forbes award, determined by SHOOK Research LLC, takes into consideration factors such as industry experience, assets under management, and a practice's ability to tailor wealth management strategies to client needs. This approach mirrors TSG's philosophy of building lasting partnerships and delivering results-driven financial plans.
“Our clients' trust motivates us every day," says Allen Schreiber. "We remain committed to delivering sound, strategic advice tailored to their goals, no matter how markets may change.”
With a consistent focus on providing client-centric services, TSG's team aligns its practices to match the dynamic needs of today's high-net-worth clientele. Their comprehensive strategies encompass portfolio management, wealth transfer, tax optimization, and philanthropy—all carefully crafted to secure financial futures.
“The financial landscape is evolving rapidly, and our role is to offer stability and clarity to our clients," noted John Szymura. "This recognition helps validate our efforts to guide them through complex financial paths.”
Building trust and relationships in investment planning is essential for understanding clients' unique goals and providing tailored advice that aligns with their long-term aspirations.
“Building meaningful relationships is at the heart of what we do," emphasized Lori Zorn. "We deeply value the opportunity to make a positive impact on our clients’ lives.”
Building these relationships creates a strong foundation of trust and it fosters open communication, enabling advisors to navigate market shifts with confidence and maintain client loyalty through all market cycles.
“This accolade is not only about our accomplishments, but also about what lies ahead," offered Merlin Micken. "We look forward to continuing our legacy of excellence and trust.”
The TSG Wealth Management team is known for their dedication to crafting and executing plans that preserve and grow client wealth. Through personalized services and client education, they strive to remain a trusted advisor for navigating the complexities of wealth management. The 2024 Forbes Top Wealth Management Teams for High Net Worth award is just a further representation of their dedication.
2024 Forbes Top Wealth Management Teams High Net Worth: Awarded November 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 2023 Forbes Top Wealth Management Teams High Net Worth: Awarded November 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23, 2022 Forbes Top Wealth Management Teams High Net Worth: Awarded November 2022; Data compiled by SHOOK Research, LLC based on the time period from 3/31/21 - 3/31/22. The Forbes Top Wealth Management Teams High Net Worth 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 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.