Mar 18, 2025 Alastair Patterson Becomes TSG’s Newest Managing Director in Walnut Creek

TSG Wealth Management is excited to announce that Alastair Patterson, CFP®, CPWA, has joined the Walnut Creek office as a Managing Director. Alastair brings with him a wealth of experience and a steadfast commitment to helping clients make informed and strategic financial decisions.

With a career in the financial industry that began in 2018, Alastair has focused on providing comprehensive guidance in areas including retirement planning, portfolio management, estate and legacy planning, and more. He became a CERTIFIED FINANCIAL PLANNER® professional to deepen his expertise and ensure that his clients receive holistic, well-rounded financial advice.

A Bay Area native, Alastair was born in Walnut Creek and has lived in Danville for the past 25 years. His commitment to client success is grounded in the long-term relationships he has cultivated with those he serves. Alastair expressed his excitement about joining TSG, saying, “I’m thrilled to be part of a team that values collaboration and access to innovative resources. TSG’s dedication to client success aligns perfectly with my own passion for helping clients achieve their financial goals.”

Alastair’s background and philosophy reflect TSG Wealth Management’s core values. The practice has always prided itself on its client-first approach, and Alastair’s emphasis on collaboration and comprehensive support complements TSG’s commitment to delivering personalized financial guidance.

“We are excited to have Alastair join our Walnut Creek team,” commented Mark Schulten, Managing Partner. “His expertise in retirement planning and wealth management, combined with his commitment to providing holistic guidance, will greatly enhance the services we offer our clients in Walnut Creek. His local knowledge of the Bay Area and his passion for lifelong learning make him a great fit for our team.”

Alastair’s experience and dedication to long-term relationships align perfectly with TSG’s culture of collaboration. The Walnut Creek office has grown by focusing on delivering exceptional wealth management services while continually evolving with industry advancements. Alastair’s knowledge and client-focused approach will contribute to further strengthening the practice’s ability to meet clients’ diverse needs.

Allen Schreiber, Partner at TSG Wealth Management, added, “Alastair brings a unique blend of professional expertise and a personal commitment to each of his clients. His ability to connect with people and truly understand their financial aspirations will help us continue delivering personalized, client-focused solutions.”

As a trusted advisor, Alastair’s personal touch and understanding of each client’s goals will continue to play a vital role in fostering meaningful, long-lasting relationships. His perspective and approach are a natural fit within TSG’s vision of providing a truly personalized wealth management experience.

“As TSG continues to expand, we are excited to bring in qualified advisors like Alastair to increase the effectiveness of our team,” said Brian Borst, CEO. “His experience and passion for client success will strengthen our ability to provide personalized, comprehensive financial solutions. We’re looking forward to the continued growth of our Walnut Creek office and the impact that Alastair and other new team members will have on our clients.”

Beyond his professional achievements, Alastair has a passion for lifelong learning and his commitment to personal and professional development continue to shape the way he serves his clients. At TSG Wealth Management, he will continue to help clients make well-informed financial decisions, backed by the comprehensive resources and support of his team.

Visit the TSG Wealth Management homepage to learn more about our approach to wealth management or click here to dive deeper into our wealth management services.

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