Apr 01, 2026 Carol Smith Earns #5 Ranking on Forbes’ 2026 Top Women Wealth Advisors Best-In-State List

TSG is delighted to announce that Carol Smith has been named to the Forbes Top Women Wealth Advisors Best-In-State list for 2026, ranking #5 in New Mexico. This recognition, awarded in February 2026 based on data as of June 30, 2025, highlights her consistent performance in delivering tailored wealth advisory services.

As Managing Director of TSG Wealth Management’s Santa Fe office, Carol brings over two decades of experience in financial services, including her background as an institutional fixed income portfolio analyst and manager. She focuses on constructing balanced portfolios that align with clients’ goals, emphasizing multigenerational planning to grow and preserve assets. In Santa Fe—a cultural hub known for its vibrant arts scene, historic charm, and affluent community of retirees, artists, and professionals—Carol serves high-net-worth individuals and families who value strategies that integrate their unique lifestyles and legacies amid New Mexico’s diverse economic landscape, from tourism to government sectors.

“We are grateful for this Forbes recognition, which reflects our dedication to helping clients in New Mexico navigate their financial journeys with confidence,” said Carol. “In a place like Santa Fe, where families often blend creative pursuits with long-term security needs, we prioritize objective advice and detailed planning to support enduring prosperity.”

Carol’s approach includes comprehensive services such as investment management, retirement planning, tax-efficient strategies, estate coordination, and risk management, all customized to address the specific concerns of her clients. She collaborates closely with accountants and attorneys to ensure seamless integration, drawing on her persistent follow-through and commitment to integrity.

Supported by TSG Wealth Management’s extensive resources and network, with offices across multiple states — the Santa Fe team combines local insight with practice-wide capabilities to provide institutional-level service in a personalized setting.

“This achievement for Carol underscores the high standards of excellence that define TSG,” said Mark Schulten, Managing Partner. “Her focus on multigenerational client relationships in New Mexico’s unique market embodies our TSG’s client-centered philosophy.”

With TSG’s ongoing expansion, including its presence in Santa Fe since 2020, advisors like Carol benefit from shared best practices and advanced tools that enhance service delivery in regional markets.

“Carol’s ranking is a testament to her expertise and the trust she builds with families in Santa Fe and beyond,” said Allen Schreiber, Partner. “It shows how our team members apply TSG’s capabilities to produce effective solutions in unique area-specific environments, like New Mexico’s fusion of artistic traditions and business landscapes.”

In a state like New Mexico, where economic drivers include renewable energy initiatives and cultural tourism, Carol’s strategies help clients adapt to local opportunities while maintaining a focus on long-term stability.

“Recognitions like this affirm the strength of our advisors and the value we bring to communities across the country,” said Brian Borst, CEO. “Carol’s work in Santa Fe demonstrates our commitment to empowering clients with strategies that honor their local roots while pursuing national opportunities.”

Carol remains dedicated to fostering financial well-being, helping clients in New Mexico’s picturesque and dynamic environment achieve stability and growth. Further explore Carol’s expertise and tailored approach to multigenerational planning on her bio page!

If you’re an advisor looking for a new place to grow your practice—surrounded by like-minded professionals and backed by a trusted name—TSG Wealth Management invites you to start a conversation today!

2026 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25 (Source: Forbes.com) See full disclosure.

High Net Worth designates advisors whose account sizes are typically under $10mm, thought may have accounts with higher amounts.