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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...
TSG Wealth Management proudly welcomes Steven L. Sakata as its newest Managing Director, operating as SL Sakata of TSG Wealth Management. A second-generation advisor with nearly three decades of experience, Steve brings a deep-rooted family legacy and a passion for personalized, multigenerational wealth management to the...
TSG is excited to announce that Mark Schulten, Managing Partner, has been ranked #1 on the 2026 Forbes Best-In-State Wealth Advisors list for Nevada. This is Mark’s 9th appearance on the list, making an appearance every year since the list began in 2018. With more than...
TSG is excited to announce a major expansion into the Mile High City with the full integration of Virtuent of TSG Wealth Management. The move establishes a dedicated office in Denver, a satellite office in Colorado Springs, and combines TSG’s national platform and resources with...
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...
TSG Wealth Management continues its thoughtful growth with the addition of veteran investment professional RJ Bernstein and his team. Bernstein joins as Managing Director in TSG’s Incline Village office, bringing more than four decades of experience in investment management and client relationships. Joining alongside him...
TSG is honored to announce that The Petrie Group has been named to the Forbes Best-In-State Wealth Management Teams list for 2026 as a top team Nevada. The recognition, awarded in January 2026 based on data from March 31, 2024, to March 31, 2025, acknowledges...
For the second year in a row, Lisa Petrie, CFP®, Managing Director of The Petrie Group of TSG Wealth Management, has been named #1 Top Women Wealth Advisors Best-In-State for Nevada and #85 on America's Top Women Wealth Advisors published by Forbes. These recognition place...
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