01 Sep Breece Private Wealth Management Partners with TSG To Open New Scottsdale Office

SCOTTSDALE, AZ – TSG Wealth Management is excited to announce that we have partnered with Justin Breece to open a new location in Scottsdale, Arizona. Justin and his team will operate out of the new location as Breece Private Wealth Management of TSG Wealth Management. The new Arizona office is a milestone for both TSG and the Breece team, forging a partnership and presence in one of the fastest growing markets in the United States.

“TSG Wealth Management is one of the most successful independent practices in the country,” said Justin. “I’m thrilled to partner with them and share what I believe is a truly ‘best-of-all-worlds’ scenario for our clients and our team. We are motivated and excited to elevate our practice to a purely independent, business owner, and 100% client focused model.”

Justin and the Breece Private Wealth Management team understand and live TSG’s clients first mindset. The team is committed to delivering world class service and know that partnering with a world-class financial institution in TSG and the Wells Fargo Advisors Financial Network (WFAFN) platform will provide the key financial infrastructure (investment platform, access to lending products and services through Wells Fargo affiliates, and comprehensive planning tools and experts – estate, tax, philanthropy) to help address and improve upon the client’s current financial situation.

“The Breece Private Wealth Management team provided the perfect opportunity to partner and cement our presence in Arizona,” says Managing Partner, Mark Schulten. “We knew we needed the perfect partner to make the move into a new state. Justin and his team quickly became the standout choice for our new operation and we couldn’t be more thrilled.”

All of us at TSG Wealth Management are looking forward to supporting his efforts to provide the best financial guidance he can for his clients.

“It became profoundly apparent that our team needed to control our destiny,” says Justin. ” But I also understand the importance of resources and collaboration, especially given the level of sophistication and complexities that my unique set of clientele possess. Accordingly, after extensive and comprehensive due diligence across all platforms, models and partners, I decided and am honored to partner with TSG Wealth Management, one of the most respected and robust independent teams in the country.”

As one of the largest teams in WFAFN, TSG Wealth Management is continually looking to add quality partners to our organization and we are very excited to add Breece Private Wealth Management to our organization. Our leadership team is confident that this new office and team will be an asset in our pursuit of building what we feel is one of the leading wealth management organizations in the country.

“Justin and Breece Private Wealth Management represents the next evolution of TSG,” said Partner, Allen Schreiber. “Extending and growing our ability to provide complex solutions and white glove service to an ever increasing market like the Phoenix/Scottsdale area is a win-win for TSG, Breece Private Wealth Management and most importantly our clients.”

We are honored to have Breece Private Wealth Management join us and we look forward to future success for our clients moving forward. Visit the TSG Wealth Management homepage to learn more about our approach to wealth management or click here to dive deeper into our services.

If you’re an advisor or client associate looking for a new place to call home, learn more on our Join the Team page.