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!

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.

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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    Meet the TSG Wealth Management Partners

    Hear From the TSG Wealth Management CEO

    BARRON’S

    TOP 100 FINANCIAL ADVISORS

    2015-2021
    Mark Schulten

    TOP 100 PRIVATE WEALTH TEAMS

    TSG Wealth Management

    FINANCIAL TIMES

    TOP 400 ADVISERS

    2015-2021
    Mark Schulten

    FORBES

    AMERICA’S TOP WEALTH ADVISORS

    2016-2021
    Mark Schulten

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