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Leave a legacy that lives on beyond your time.
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LATEST BREECE RESEARCH & INSIGHTS
News, podcasts and updates from The Breece Team.
In the ever-evolving landscape of wealth management, partnerships are forged not only on the basis of professional expertise, but also on shared values and a commitment to client success. Today, we’re...
Artificial Intelligence – A tale for and a tale against
Artificial Intelligence is intelligence that is developed to synthesize, perceive, infer, and perform a wide array of tasks. Found within the field of AI are three primary types known each as narrow, general, and...
An office is defined as a room, set of rooms, or building used as a place for commercial, professional, or bureaucratic work. The definition of office has not changed since the 1800s, however the location of an office has.
OUR TEAM
ACCOLADES
BEST-IN-STATE WEALTH ADVISORS1
2019-2022
Justin Breece
TOP 100 PRIVATE WEALTH TEAMS2
2022-2024
TSG Wealth Management
12022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 (Source: Forbes.com)The Forbes Best-in-State 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. 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.
22024 Barron’s Top 100 Private Wealth Management Teams: Awarded April 2024; Data Compiled by Barron’s based on the time period from Jan. 2023 - Dec. 2023 (Source: Barrons.com). 2023 Barron’s Top 100 Private Wealth Management Teams: Awarded April 2023; Data Compiled by Barron’s based on the time period from Jan. 2022 - Dec. 2022 (Source: Barrons.com). 2022 Barron’s Top 100 Private Wealth Management Teams: Awarded April 2022; Data Compiled by Barron’s based on the time period from Jan. 2021 - Dec. 2021 (Source: Barrons.com). 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.
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