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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...
TSG is excited to celebrate La Jolla Wealth Partners as they earned a distinguished place on the Forbes Best-In-State Wealth Management Teams list for 2026, ranking #33 in Southern California. This latest accolade underscores the team's exceptional skill in delivering tailored, high-touch wealth strategies amid...
TSG proudly announces that its Legacy Team has been ranked #1 in Nevada on the 2026 Best-in-State Wealth Management Teams list published by Forbes. The recognition helps highlights the team’s continued excellence in delivering trusted, high-touch guidance to individuals and families seeking enduring financial confidence....
TSG Wealth Management continues its thoughtful growth in Southern California by welcoming accomplished Managing Director Nick Sondgeroth, CFP® and his Channel View Wealth Advisors of TSG Wealth Management team. The team will occupy a new Westlake Village location for TSG located at 2829 Townsgate Road,...
At TSG Wealth Management, recognizing excellence goes hand in hand with giving back. Each quarter, the Employee of the Quarter program honors team members who not only demonstrate exceptional performance and leadership but also embody the practice’s commitment to service and community impact. Honorees have...
TSG Partner Allen Schreiber was recently featured in WealthManagement.com’s article, “Advisors Say New NIL Rules Create Opportunity, Challenges With Athlete Clients.” The piece recaps a panel discussion from RIA Edge Los Angeles, where Allen joined fellow advisors to discuss the financial complexities surrounding new NIL...
TSG Wealth Management is proud to announce that William (Bill) Boggs, CFP®, CEPA, has joined the practice as the newest Managing Director. With over two decades of experience as a wealth planner, Bill brings a disciplined approach and a passion for educating clients to take...
FRESNO, CA — TSG Wealth Management is proud to announce the continued growth of its practice with the opening of a new office in the Fresno area, further strengthening its presence in California’s Central Valley. This expansion includes the addition of five Managing Directors and...
TSG is pleased to announce that Partner Allen Schreiber, MBA, has once again been recognized on AdvisorHub’s 2025 Advisors to Watch 150 Advisors over $1Bil list—this year ranking #15 nationally. The list is part of AdvisorHub’s broader “1,000 Advisors to Watch,” a list of 1,000...
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