Michael Holcomb, CFP®
Managing Director
Michael Holcomb, CFP® is joining TSG Wealth Management as a Managing Director, Financial Advisor and CERTIFIED FINANCIAL PLANNER® professional. Over 20 years with Morgan Stanley, Michael became a Senior Vice President, a Senior Investment Management Consultant and a Family Wealth Director. In addition, Michael has been named as one of the Forbes Best-in-State Wealth Advisors, for 5 consecutive years from 2018 – 2022. Michael is well versed and prepared to take your investment needs to the next level.
Michael graduated with a Bachelors in Real Estate from Florida State University but quickly became enamored with other ways to grow wealth. Over twenty years he has helped and advised hundreds of clients with a broad array of investment styles and financial objectives, to preserve and increase their family wealth. His areas of focus are vast, but his main experience is in Intergenerational Planning, Estate and Retirement Planning Strategies, Charitable Giving and Tax Aware Investing. Michael is proud to offer even more opportunities with his honored title of Managing Director with TSG Wealth Management. Whatever your financial needs are, he prides himself on personalized advice that fits your portfolio.
Michael and his wife Carly live on the east shore of Lake Tahoe with their three children, Caleb, Cali and Cami. He has been an avid volunteer coach in supporting the kids in youth sports. The family is active; skiing, biking, boating… appreciating all that Lake Tahoe has to offer. He loves a round of golf with family and or, clients and considers it a true bonus if the game supports a local charity!
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). 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. 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. 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. 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. 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.
Wells Fargo Advisors Financial Network does not provide legal or tax advice.
You may not know this about Michael Holcomb…