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As a recent TSG Apprentice, Cecilia Hutnick shares her journey of discovery and growth within the wealth management industry. She highlights the supportive environment at TSG, which has facilitated her learning and exploration of the finance sector. Cecilia appreciates the company culture, which blends a friendly...
Kayde Lin, a Client Associate at TSG, shares reflections on personal and professional development during their time at the company. From transitioning from student to professional, to forming meaningful friendships, Kayde highlights the transformative impact of TSG. She discusses the integral role of client associates in...
August (Augie) DeAngelo, Vice President at TSG, shares reflections on personal and professional development during his tenure. He discusses the evolution of responsibility and integrity through managing client finances, highlighting the sharpening of analytical skills and decision-making abilities. Augie emphasizes the invaluable mentorship at TSG,...
We are thrilled to announce that TSG Wealth Management Partner, Allen Schreiber, MBA, has been recognized as one of AdvisorHub's 2024 1,000 Advisors to Watch. Notably, Allen has achieved an impressive #4 ranking on the Top 150 Advisors to Watch – Over $1 Billion list....
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,...
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...
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