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 Best-in-State Wealth Advisor by Forbes’, 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!
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, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. 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.
You may not know this about Michael Holcomb...