Robert Sackler

Managing Director
Robert Sackler | The Sackler Group of TSG Wealth Management

Robert Sackler and his team, The Sackler Group, joined forces with TSG Wealth Management in 2022. This, coming of a 2021 in which Robert was voted #26 for Forbes Best-In-State Wealth Advisors in California,1 has proven to be a strategic partnership for all involved. Along with this achievement, Robert was awarded the Premier Advisors award for 2012-2022. The Premier Advisor 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

 

1The 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.

 

Certain Forbes Best-in-State and Team awards are divided between High Net Worth and Private Wealth. While Associates are not required to mention these divisions, if they are referencing the actual rating number for states/regions where the Forbes ratings are divided between High Net Worth and Private Wealth (i.e., #1 in Forbes Best-In-State [STATE/REGION NAME] High Net Worth]), also disclose the following as applicable:

  • High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.
  • Private Wealth designates advisors whose account sizes are typically $10mm and above, though may have accounts with lower amounts.