Sep 02, 2026 Meet TSG: Gregg Shallan of La Jolla Wealth Partners
In this installment of our Meet TSG series, we introduce Gregg Shallan, CFP®, ChFC®, CEPA®, MBA, Managing Director and a senior partner with La Jolla Wealth Partners of TSG Wealth Management. Gregg shares how his team leads with a collaborative, strengths-based approach—pairing group leadership and business...
Aug 25, 2026 Top 50 in the Nation: Allen Schreiber Named to AdvisorHub’s 2026 Advisors to Watch, Over $1B
TSG Wealth Management is proud to announce that Partner Allen Schreiber, MBA, has once again been recognized on AdvisorHub’s 2026 Advisors to Watch, Over $1B ranking, this year climbing into the top 50 nationally at #50. The distinction places Allen among the most accomplished wealth advisors in the country,...
Aug 21, 2026 TSG Wealth Management Expands to Chico, Welcomes Old Oak Partners
TSG Wealth Management is proud to announce the opening of its Chico office and to welcome Old Oak Partners of TSG Wealth Management to the practice. The team is led by Managing Directors Ric Wilson and Matt Holzwarth, joined by Client Associate Cayden Hill, and...
Aug 21, 2026 Rooted in the Central Valley: The Dunn Team Joins TSG Wealth Management in Fresno
TSG Wealth Management is proud to announce additions to its Fresno office and the opening of its Bakersfield office, welcoming Lance Dunn, CFP®, Managing Director, to the TSG family, along with his daughter, Lexis Dunn, AAMS®, Vice President, and Karen Ursua, Senior Client Associate. The...
Aug 18, 2026 Meet TSG: Jamie Meronoff of La Jolla Wealth Partners
In this installment of our Meet TSG series, we introduce Jamie A. Meronoff, CFP®, Managing Director with La Jolla Wealth Partners of TSG Wealth Management. Jamie shares his collaborative, partnership-driven approach to wealth management—working alongside clients, their CPAs and estate planning attorneys, and his own team...
Jul 24, 2026 Strengthening an Award-Winning Team: La Jolla Wealth Partners Welcomes Leslie Castillo
La Jolla Wealth Partners of TSG Wealth Management is proud to welcome Leslie Castillo, CFP®, CDFA®, CEPA®, as its newest Managing Director. A seasoned wealth advisor with two decades of experience, Leslie joins one of Southern California’s most accomplished teams, a Forbes Best-In-State Wealth Management...
Jul 20, 2026 Investing Like It Has to Last: How Athletes Should Think About Building Long-Term Wealth
For most people, wealth accumulates gradually over decades. For professional athletes, it arrives fast, peaks early, and then stops — often before age 35. In this Q&A, Joshua Turley, Managing Director at TSG Wealth Management and Co-Founder of TSG's Sports & Entertainment Team, draws on more...
Jul 06, 2026 A Track Record of Trust: Vincent Law Earns Forbes Best-In-State Wealth Advisors Recognition Again
TSG Wealth Management is proud to announce that Vincent Law, Managing Director at TSG's Pasadena office, has been named to the 2026 Forbes Best-In-State Wealth Advisors list. The recognition marks the fourth time (2022, 2024, 2025 & 2026) Vincent has earned this distinction, a reflection of...
Jul 01, 2026 Four Decades, One Standard: Mark Thornburg Named to Forbes’ 2026 Best-In-State Wealth Advisors List
TSG Wealth Management is proud to announce that Mark Thornburg, Managing Director at TSG Wealth Management, has been named to the 2026 Forbes Best-In-State Wealth Advisors list. The recognition is a fitting milestone for an advisor who has spent four decades doing the same thing...
Jun 30, 2026 More Than Just Advisors — Meet La Jolla Wealth Partners of TSG Wealth Management
From helping retirees maximize income to guiding young investors just getting started, the advisors at La Jolla Wealth Partners of TSG Wealth Management are united by one goal: building investment plans tailored to what matters most to each client and their family. In this video, the...