Robert Sackler
Managing Director
Robert Sackler and his team, The Sackler Group, joined forces with TSG Wealth Management in 2022. Robert has over 25 years of experience in the financial industry and in 2024, Robert was voted #51 for Forbes Best-In-State in California*, #33 in 2023, #34 in 2022 and #26 in 2021.1 Along with this achievement, Robert was named to The Platinum Council (previously The Premier Advisor award) for 2012-2023. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of risk and compliance training, business production based on the past year and professionalism. Net asset flow (NAF) may also be used to determine recipients.
The Sackler Group of TSG Wealth Management provides financial services and strategies for affluent individuals, families, corporations, endowments, and foundations. We serve clients with in-depth knowledge within an intimate, attentive framework that is highly focused on their needs. We have structured our team with two goals in mind:
- To provide the particular skills, knowledge, and services that high-net-worth clients need for wealth creators, their family members and successive generations.
- To inherently recognize that the needs and desires of high-net-worth clients are distinctive, requiring the upmost professionalism, discretion, and focus with dedication to excellent service.
We gain a thorough understanding of our clients so that we can align our team’s capabilities and offerings with our client’s current and future financial needs and desires. We feel we excel in matching clients with the services and strategies that allow them to accomplish their complex financial requests and we provide a range of offerings to address the many facets of a client’s financial life.
CA Insurance License #0D05007
12024 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). 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.
Private Wealth designates advisors whose account sizes are typically $10mm and above, though may have accounts with lower amounts.
*The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.