Welcome Advisors

Sell My Financial Book of Business

“We wanted to create a distinctive environment by advisors for advisors.”

Allen Schreiber, Partner


Pictured: Managing Partner, Mark Schulten (left), Partner, Allen Schreiber (right)

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

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
✓ High payout
✓ Benefits of a 1099
✓ No fees
✓ Premium level CA support

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.

Ready to learn more? Get in touch using the form below or call Managing Partner, Mark Schulten at 775-339-9801.

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    *Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

    Join Our Team and Experience the TSG Wealth Management Difference

    Wall Street Journal / Barron's Top 100 Financial Advisors

    #1 in Southern California
    #15 Nationally
    Mark Schulten, CFP®
    Barron’s Top 1,000 Advisors 2009-2021

    Financial Times Top 400 Adivsors

    2015-2020 FT 400
    Top 400 Advisors
    Mark Schulten, CFP®

    Forbes America's Top Wealth Advisors

    #14 in California
    Mark Schulten, CFP®

    * Please see important disclosures located within the Awards and Recognition tab.