Welcome Advisors

Are you looking to go independent? Then it is time to join us at TSG Wealth Management!

When you move over to TSG Wealth Management you are given the opportunity to gain independence within a platform that allows you to do what you do best, take care of your clients. TSG Wealth Management’s founding principle is to put our client’s interest above all and we empower our advisors to do just that.

 

Some of the benefits of joining our team include:

 

✓ Independence to run your book
✓ Competitive payout
✓ Benefits of a 1099
✓ Premium level support from TSG Client Associates

Are you interested in selling your book of business?

At TSG Wealth Management we take pride in our ability to provide seamless transitions for your clients to our platform. After the transition you can be assured that we treat all of your clients as our own and we always put our client’s interests first. We offer competitive compensation and look forward to exploring how we can work with you.

Accolades

2024 Barron’s Top 250 Private Wealth Management Teams: Awarded May 2024; Data Compiled by Barron’s based on the time period from Jan. 2023 – Dec. 2023 (Source: Barrons.com). The Barron’s Top 250 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year’s size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

 

2023 Barron’s Top 100 Independent Advisors: Awarded September 2023; Data Compiled by Barron’s based on the time period from July 2022 – June 2023 (Source: Barrons.com). The Barron’s Top 100 Independent Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

 

2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com). 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.

 

2024 Forbes Top 250 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). The Forbes Top 250 Wealth Advisors (AKA Top 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.

 

*We have an award-winning team with accolades from Industry leading publications. Click here to see all of the accolades.