Jun 23, 2025 Mark Schulten and Allen Schreiber Earn Diamond-Level Recognition from Wells Fargo Advisors’ 2025 Platinum Council
TSG Wealth Management is proud to announce that Managing Partner Mark Schulten and Partner Allen Schreiber have been named to the 2025 Wells Fargo Advisors Financial Network Platinum Council at the Diamond level. This elite distinction ranks them among the top 10 advisors based in the nation.
The Platinum Council is a premier recognition program designed to honor advisors who deliver exceptional performance and an unwavering commitment to client success. For Mark and Allen, the honor reflects the decades of experience, expertise, and client-first philosophy that have helped define TSG’s reputation as a trusted wealth management practice.
“Being named to the Platinum Council at the Diamond level is a testament to the trust our clients place in us,” said Mark, who has been the leading force of the practice since 1984. “It reflects our dedication to delivering personalized financial strategies that align with our clients’ unique goals.”
Mark leads with deep knowledge in estate investment and tax-sensitive planning strategies, helping clients navigate complex financial landscapes with clarity and confidence.
Allen, who is regarded by Founder Warren Schulten as “the greatest hire we’ve ever made,” shares a similar philosophy grounded in building strong, long-term relationships. With an MBA from Chapman University and a commitment to excellence in wealth management, Allen and his team focus on delivering customized investment strategies tailored to each client’s long-term vision.
“This recognition is not just about numbers; it’s about the relationships we’ve built and the positive impact our team has made on our clients’ financial journeys,” Allen said.
Known for its personalized approach, TSG Wealth Management builds every investment plan around the individual, not the institution. That ethos, combined with a culture of integrity, innovation, and dedication, has helped shape its long-standing success.
“Mark and Allen’s inclusion in the Platinum Council at the Diamond level is a remarkable accomplishment,” said Brian Borst, CEO. “Their dedication, expertise, and client-centric approach embody the values we uphold at TSG. This recognition is well-earned, and it’s truly a pleasure to work alongside such outstanding professionals who continue to make a meaningful impact on the lives of our clients.”
With a multigenerational legacy and offices across California, Nevada, Arizona, and New Mexico, TSG Wealth Management remains focused on its founding principle: Clients First. Always. The firm continues to be recognized by top financial publications and industry leaders, including Forbes and Barron’s, for its performance and professionalism.
For more information about TSG Wealth Management’s services, please visit the TSG services page .
If you’re an advisor looking for a new place to grow your practice—surrounded by like-minded professionals and backed by a trusted name—TSG Wealth Management invites you to start a conversation today.
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production from the previous year and professionalism. Platinum Council levels are based on the previous calendar year’s gross revenue in rank order and are defined as follows: Diamond – Top 10 Financial Advisors, Ruby – Next 40, Emerald – Next 75, and Sapphire – Next 125.