The formula for independence without sacrificing support

Nov 03, 2025 Allen Schreiber Featured in AdvisorHub: How TSG Wealth Management Unlocked Its Potential with Wells Fargo Advisors Financial Network

Posted at 11:16 am in Financial News by TSG Wealth Management

AdvisorHub recently highlighted TSG Wealth Management and Partner Allen Schreiber in the article, “The formula for independence without sacrificing support: How One Practice Unlocked Their Potential with Wells Fargo Advisors Financial Network.” The feature explores how TSG’s move to Wells Fargo Advisors Financial Network (FiNet)...

Aug 11, 2025 TSG Expands in Fresno Area with New Office and New Advisors

Posted at 8:01 am in Financial News, TSG News by TSG Wealth Management

FRESNO, CA — TSG Wealth Management is proud to announce the continued growth of its practice with the opening of a new office in the Fresno area, further strengthening its presence in California’s Central Valley. This expansion includes the addition of five Managing Directors and...

May 27, 2025 Allen Schreiber Ranked #15 in California on 2025 Forbes Best-In-State Wealth Advisors List

Posted at 3:10 pm in Financial News, TSG News by TSG Wealth Management

IRVINE, CA – TSG is excited to announce that Allen Schreiber, Partner, has been ranked #15 in California – Los Angeles (High Net Worth) on the 2025 Forbes Best-In-State Wealth Advisors list. This marks the third consecutive year (2023, 2024 and 2025) that Allen has...

May 21, 2025 Jason Cole Named to 2025 Forbes Best-In-State Wealth Advisors List

Posted at 2:31 pm in Financial News, TSG News by TSG Wealth Management

MANHATTAN BEACH, CA – TSG Wealth Management is proud to announce that Jason Cole, a Managing Director in the Manhattan Beach office, has been recognized on the 2025 Forbes Best-In-State Wealth Advisors list, ranking #86 in the California – Los Angeles (High Net Worth) category. With...

May 19, 2025 Teamwork, Vision, and Results: TSG Ranked #12 Nationally by Barron’s

Posted at 7:35 am in Financial News, TSG News by TSG Wealth Management

TSG Wealth Management is proud to announce its inclusion in Barron's 2025 Top 250 Private Wealth Management Teams, achieving a notable #12 national ranking. This marks the second consecutive year TSG has earned a place on Barron’s Top 250 Private Wealth Management Teams list —...

May 12, 2025 TSG Expands to Pasadena, Proud to Welcome Vincent Law and His Team

Posted at 10:18 am in Financial News, TSG News by TSG Wealth Management

TSG is proud to announce the opening of a new office in Pasadena, California, expanding the practice's presence across Southern California. The new location will be led by Vincent Law, Managing Director, who brings over two decades of industry expertise and a strong track record...

Apr 07, 2025 TSG Manhattan Beach Expands, Welcomes Alex Trejo as Newest Managing Director

Posted at 10:28 am in Financial News, TSG News by TSG Wealth Management

TSG Wealth Management is pleased to announce that Alex C. Trejo, CFP®, has joined the practice as the newest Managing Director in the Manhattan Beach office. With over 34 years of experience in comprehensive wealth planning, Alex brings a depth of knowledge and dedication to...

Mar 28, 2025 TSG’s Legacy Team Ranked #1 in Nevada on Forbes Best-In-State Wealth Management Teams List

Posted at 2:55 pm in Financial News, TSG News by TSG Wealth Management

TSG Wealth Management is proud to announce that its Legacy Team has been named the #1 Wealth Management Team in Nevada on the 2025 Forbes Best-In-State Wealth Management Teams list. This prestigious recognition highlights the team’s unwavering dedication to providing high-net-worth clients with personalized financial...

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

Posted at 8:22 am in Financial News, TSG News by TSG Wealth Management

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...

Mar 13, 2025 TSG Expands Manhattan Beach Team Welcoming Jason Cole as Newest Managing Director

Posted at 2:10 pm in Financial News, TSG News by TSG Wealth Management

Manhattan Beach, CA — TSG Wealth Management is proud to welcome Jason Cole as the newest Managing Director at our Manhattan Beach office. With over 33 years of experience as an Financial Advisor, Jason has built a distinguished career helping clients navigate complex financial landscapes...

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