FINRA’s BrokerCheck to obtain more information about our firm and its financial professionals.
Meet Ken Peters, Managing Director at TSG Wealth Management - Sacramento, as he shares his journey and experiences in our "Meet TSG" series. With over 30 years in the financial industry, Ken discusses the importance of independence, the supportive environment at TSG, and his dedication...
Meet Steve Masoner, a Managing Director in TSG Wealth Management's Long Beach office, in our latest installment of the Meet TSG video series. Steve shares his dedication to improving the lives of his clients and staff, highlighting his extensive experience and personal approach to wealth...
Meet Brian Cheney, a Vice President at TSG Wealth Management, as he shares his journey and experiences in our "Meet TSG" series. Brian discusses the importance of a collaborative work environment, his passion for investments, and his commitment to helping clients achieve their financial goals. Brian...
Meet Darlin Rivera, a vital part of the TSG Wealth Management team based in the Visalia office. As a Senior Registered Client Associate, Darlin serves as a primary contact for clients, addressing various financial service needs and doing so with a personal touch. Since joining TSG,...
Meet Brock Wilson, Vice President and Director of the Sports and Entertainment Team at TSG Wealth Management's Las Vegas office. His path to finance is as unique as it is inspiring. Before delving into the financial world, Brock served in Iraq, where he worked alongside...
In this installment of Meet TSG, we're thrilled to introduce you to Melissa Balboa, a dedicated Client Associate based in TSG Wealth Management’s Irvine office. Melissa's journey into the financial industry was inspired by her desire to make a meaningful impact in clients' lives. Her early...
Meet Blake Rivera, Vice President at TSG Wealth Management's Irvine office. Blake's journey in the financial industry began in 2019, and he has since become a valuable asset to our team. He's passionate about helping clients achieve their financial goals, whether it's planning for retirement,...
Welcome to TSG Wealth Management's "Meet TSG" series, where we introduce you to the remarkable minds shaping our financial services. In this episode, we are excited to get to know Thomas (Tom) C. Trauger, Jr., CFP®, a passionate Managing Director at our Irvine office. Tom's journey...
Welcome to another episode of Meet TSG! In this installment, we're thrilled to introduce you to Tyler Chernack, Vice President based in the TSG Wealth Management - Long Beach office. Tyler peels back the curtain to give you a behind the scenes look at TSG...
Welcome back to "Meet TSG," a captivating series that introduces you to the remarkable individuals of TSG Wealth Management. In this episode, we have the privilege of getting to know Aaron Roques, a Managing Director at TSG's Las Vegas office. Join us as Aaron shares his...
PLEASE NOTE: By clicking on this link, you will leave the TSG Wealth Management Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with TSG Wealth Management or Wells Fargo Advisors Financial Network. The information and opinions found on this web site have not been verified, nor do TSG Wealth Management or Wells Fargo Advisors Financial Network make any representations as to its accuracy and completeness. By linking to this web site, please note TSG Wealth Management nor Wells Fargo Advisors Financial Network are endorsing this third-party’s products and services, or its privacy and security policies, which may differ from TSG Wealth Management and Wells Fargo Advisors Financial Network. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this web site.