FINRA’s BrokerCheck to obtain more information about our firm and its financial professionals.
TSG Wealth Management has entered Colorado in a way that leaves little doubt about its ambitions in the state. In the span of a single month, TSG opened three offices, welcomed multiple accomplished advisory teams, and brought in approximately $1.24 billion in client assets —...
TSG Wealth Management is proud to announce that Carol Smith, Managing Director at TSG Wealth Management's Santa Fe office, has been named to the 2026 Forbes Best-In-State Wealth Advisors list. For a market like Santa Fe — where clients tend to be deeply rooted, multigenerational,...
TSG is proud to announce that Gregg Shallan, CFP®, ChFC®, CEPA®, MBA, Managing Director at La Jolla Wealth Partners of TSG Wealth Management, has been named to the 2026 Forbes Best-In-State Wealth Advisors list for California - Southern CA (High Net Worth). This marks the...
TSG Wealth Management is proud to announce the opening of its Bellevue, Washington office, welcoming Managing Directors Margaret “Marhe” Youch, CAP®, APMA™, and Robert Youch, APMA™, to the TSG family. TSG’s first office in Washington state, the Bellevue location marks a meaningful milestone for TSG...
TSG is excited to announce that Lisa Petrie, CFP®, Managing Director and founder of The Petrie Group of TSG Wealth Management, has been ranked #8 on the 2026 Forbes Best-In-State Wealth Advisors list for Nevada. With more than 30 years of experience guiding wealthy families, Lisa...
TSG Wealth Management today announced the launch of The Tanious Group, a new practice within its Beverly Hills office led by Managing Director Alex Tanious, CFA, CAIA, who joined TSG in November of 2022 and carries over 15 years of experience in the wealth management...
TSG is pleased to announce that Justin Breece, Managing Director of Breece Private Wealth Management of TSG Wealth Management, has been named to the 2026 Forbes Best-In-State Wealth Advisors list (Arizona - Phoenix Area), recognizing top advisors across Arizona. This marks Breece’s sixth appearance on...
TSG is excited to announce that Nick Sondgeroth, CFP®, Managing Director and leader of Channel View Wealth Advisors of TSG Wealth Management, has earned his third consecutive selection to the Forbes Best-In-State Wealth Advisors list (2024 -2026) for California - Los Angeles (High Net Worth). With...
TSG is excited to announce that Jason Cole, Managing Director in the Manhattan Beach office, has earned his 5th consecutive selection to the Forbes Best-In-State Wealth Advisors list (2022 - 2026) for California - Los Angeles (High Net Worth). A lifelong Los Angeles native with more...
TSG is pleased to share that Allen Schreiber, Partner, has earned the #15 ranking in California – Los Angeles (Private Wealth) on the 2026 Forbes Best-In-State Wealth Advisors list. This recognition represents his fourth consecutive year (2023, 2024, 2025, & 2026) on the list, underscoring...
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.