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TSG Wealth Management proudly announces Nick Bero, Director of Trading, as the latest recipient of the Employee of the Quarter accolade. Nick has been recognized for his outstanding dedication, leadership, and contributions to the TSG community. Reflecting on the recognition, Nick expressed, “It’s always great to...
MANHATTAN BEACH - We are thrilled to welcome Daniel Fillinger, CFP®, to the TSG Wealth Management - Manhattan Beach as our newest Managing Director. With two decades of experience in financial services, Dan brings a wealth of expertise and a dedication to helping individuals achieve...
SAN FRANCISCO & WALNUT CREEK, CA – TSG Wealth Management is excited to announce an expansion in the Bay Area with the addition of two new Managing Directors to the team, Michael Peters and Ken Wise. Michael J. Peters, CPWA®, along with Registered Client Associate...
LA JOLLA, CA – TSG Wealth Management is thrilled to announce their strategic partnership with La Jolla Wealth Partners (LJWP), marking a significant step towards enhancing client services and expanding their reach within the financial advisory landscape. La Jolla Wealth Partners, led by Managing Directors Gregg...
In the ever-evolving landscape of wealth management, partnerships are forged not only on the basis of professional expertise, but also on shared values and a commitment to client success. Today, we're excited to announce a new partnership within TSG, Joshua LeBlanc, MBA, has united with...
TSG Wealth Management has proudly been recognized by Forbes in 2024 as a leader in the wealth management industry. Amongst the prestigious honors, TSG Wealth Management secured a spot on the 2024 Forbes Best-In-State Wealth Management Teams list, ranking #21. Additionally, TSG’s dynamic Managing Partner,...
TSG Wealth Management - San Francisco proudly welcomes James Lacey, CRPC® as the newest Managing Director addition to the team. With a career spanning over two decades in the financial industry, Jim brings a wealth of experience and dedication to his new position. His journey,...
TSG Wealth Management proudly announces the inclusion of John Arensdorf, CFP®, a Managing Director at TSG Wealth Management's Manhattan Beach office, on the prestigious Forbes Best-In-State Wealth Advisors list for California. In his inaugural appearance on the list, Arensdorf secures a notable #168 ranking out...
Butch Safyurtlu, a Managing Director in the TSG Wealth Management - Las Vegas office, has been honored for his outstanding achievement in the financial advisory industry by being ranked #14 on the Forbes Best-In-State Wealth Advisors list for Nevada. Butch's recognition underscores his commitment to...
Lisa Petrie, CFP®, the founder of The Petrie Group of TSG Wealth Management, continues to shine in the wealth management industry, securing top honors in the prestigious Forbes rankings for 2024. Ranked #1 on the Forbes Best-In-State Women Advisors and #13 on the Forbes Best-In-State...
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