Practice, Managing Partner, Mark Schulten, CFP®, Recognized By Awarding Organizations
Financial Industry Third Party Publication Awards and Recognition
TSG Wealth Management is One Of The Best Financial Advisor Firms
TSG Wealth Management has worked hard for decades to achieve recognition as one of the best financial advisor practices.
The Barron’s, The Financial Times and Forbes have all consistently rated our Managing Partner, Mark Schulten, CFP®, as one of the top advisors in the state of California and the country. Mark believes his success is due, in large part, to the practice and the support he has received from the whole team. The entire TSG team works together to provide top tier service and together they will strive to maintain their status as one of the best financial advisor practices in the country.
Below we’ve included the rankings from each publication, the duration in which they’ve been awarded and some background information for you to better understand what each of them represents. TSG is honored to be included in the top tier of advisor practices and hope we can serve you as your wealth management advisor.
The Best Financial Advisor Firms
BARRON’S
TOP 100
FINANCIAL ADVISORS
2015-2023
Mark Schulten, CFP®, Managing Partner
TOP 100 PRIVATE WEALTH TEAMS
2022-2023
TSG Wealth Management
Mark Schulten is the recipient of Barron’s Top 100 Financial Advisors award: The Barron’s Top 100 Financial 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.
TSG Wealth Management is the recipient of Barron’s Top 100 Private Wealth Teams: The Barron’s Top 100 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.
FORBES
TOP 250 WEALTH ADVISORS
2016-2023
Mark Schulten, CFP®, Managing Partner
Forbes America’s Top Wealth Advisors: 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, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. 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.