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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...
TSG Wealth Management is excited to announce that The Petrie Group has been ranked #15 in Nevada on the 2025 Forbes Best-In-State Wealth Management Teams list. This recognition highlights the team’s commitment to delivering highly personalized wealth management services and long-term investment solutions tailored to...
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...
RSVP to Melissa Balboa, Client Associate melissa.balboa@tsgwm.com | 949-508-2615...
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...
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...
TSG Kickoff: Reflecting on 2024 and Looking Ahead to 2025 At TSG Wealth Management, 2024 was a year of unparalleled growth and accomplishment. Together, we reached new heights, delivering exceptional results for our clients and fostering stronger relationships across the board. As we celebrate our achievements...
TSG's Legacy Team Earns Recognition as Forbes Top Wealth Management Teams for High Net Worth TSG Wealth Management's legacy team, consisting of Mark Schulten, Managing Partner, Allen Schreiber, Partner, John Szymura, Senior Vice President, Lori Zorn, First Vice President, and Merlin Micken, First Vice President, has...
Nick Bero Earns Employee of the Quarter 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,...
Charting New Paths: Daniel Fillinger Joins TSG Wealth Management - Manhattan Beach 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...
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