May 13, 2024 Robert Sackler Named Again to Forbes Best-In-State List, Ranking #51 in California
Robert Sackler, Founder of The Sackler Group at TSG Wealth Management, continues to shine in the financial industry, once again securing a spot on the highly esteemed Forbes Best-In-State list for California. In the 2024 rankings, Sackler proudly claims the #51 position, reaffirming his consistent dedication and expertise in wealth management. This recognition marks yet another milestone in his career, showcasing his dedication to his clients and the industry.
Robert himself expressed gratitude for the honor, acknowledging the collective effort of his team and the trust bestowed upon them by their valued clients. "I am deeply honored to be recognized by Forbes for my contributions to the financial advisory landscape in California," stated Rober. "This achievement would not have been possible without the unrelenting support of my exceptional team and the trust of our wonderful clients."
He first appeared on the Forbes Best-In-State list began in 2018, where he debuted at #69. Since then, Sackler has consistently demonstrated his dedication to his clients, ascending to #34 in 2022, #33 in 2023, and now securing the #51 spot in 2024. We believe such consistent recognition underscores his enduring impact and proficiency in navigating the complexities of wealth management.
Allen Schreiber, Partner at TSG Wealth Management, lauded Sackler's achievement, emphasizing his exceptional dedication to client service and financial acumen. "Robert's continual presence in the Forbes rankings is a testament to his commitment to excellence," said Allen. "We feel his ability to provide tailored financial strategies and effort to deliver exceptional results helps secure his status as a top-tier advisor."
Forbes, renowned for its rigorous evaluation criteria, emphasizes that the advisors featured on the Best-In-State list are distinguished by their unwavering focus on enhancing their clients' financial well-being. With a collective management of nearly $13.5 trillion in assets, these advisors exemplify professionalism, expertise, and a genuine desire to make a meaningful impact on their clients' lives.
Mark Schulten, Managing Partner at TSG Wealth Management, expressed his pride in Sackler's achievement, emphasizing the integral role he plays within the practice. "We feel Robert's recognition on the Forbes Best-In-State list reaffirms his status as a beacon of excellence within our organization," said Mark. "His deep knowledge, professionalism, and dedication to client success are commendable."
Based in Beverly Hills, The Sackler Group of TSG Wealth Management is renowned for its comprehensive financial services catering to affluent individuals, families, and institutions. The firm's reputation for excellence stems from its commitment to understanding clients' unique needs and delivering tailored solutions that align with their financial objectives.
Brian Borst, CEO of TSG Wealth Management, commended Sackler's achievement, attributing it to his team's skills and unwavering dedication. Borst stated, "Robert's consistent recognition on the Forbes Best-In-State list is a testament to his team's focus on client excellence. Together, we believe they continue to set the standard for exceptional financial advisory services."
As Robert and his team continue to leave an impact on the Forbes rankings, their unwavering commitment to excellence and client-centric approach solidifies their position as trusted advisors and industry leaders. With a focus on professionalism, expertise, and personalized service, The Sackler Group is committed to shaping the financial futures of their clients.
2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: Forbes.com). 2022 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). 2018 Forbes Best-In-State Wealth Advisors: Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 – 6/30/17 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Best-in-State Wealth Management Teams 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.
High Net Worth designates advisors whose account sizes are typically $10mm and above, though may have accounts with lower amounts.