Jul 24, 2024 Mastering the Art of Financial Navigation: Intern Experience Insight from TSG Vice President, August DeAngelo

Posted at 12:09 pm< in Wealth Management by TSG Wealth Management

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,...

Jul 10, 2024 Allen Schreiber Ranks #4 on AdvisorHub’s 2024 1,000 Advisors to Watch

Posted at 11:35 am in Financial News, Wealth Management by TSG Wealth Management

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....

Jun 10, 2024 TSG Expands Bay Area Presence, Welcomes Managing Directors Ken Wise and Michael Peters

Posted at 7:52 am in TSG News, Wealth Management by TSG Wealth Management

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...

Jun 07, 2024 La Jolla Wealth Partners Joins Forces with TSG Wealth Management

Posted at 9:49 am in La Jolla, TSG News, Wealth Management by TSG Wealth Management

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...

Jun 03, 2024 A Union of Expertise and Passion: Joshua LeBlanc Joins Forces with Breece Private Wealth Management of TSG Wealth Management

Posted at 10:22 am in Breece, TSG News, Wealth Management by TSG Wealth Management

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...

May 29, 2024 TSG and Mark Schulten Garner Top Recognition by Forbes in 2024

Posted at 11:47 am in Financial News, TSG News, Wealth Management by TSG Wealth Management

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,...

May 10, 2024 James Lacey Joins TSG Wealth Management – San Francisco As Newest Managing Director

Posted at 11:16 am in TSG News, Wealth Management by TSG Wealth Management

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 Recognized as a Top Wealth Advisor in Nevada, Ranking #13 on Forbes Best-In-State List

May 03, 2024 Butch Safyurtlu Recognized as a Top Wealth Advisor in Nevada, Ranking #14 on Forbes Best-In-State List

Posted at 12:00 pm in TSG News, Wealth Management by TSG Wealth Management

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...

Dec 01, 2023 TSG Wealth Management Expands Presence in La Jolla with New Managing Director, Stephen Sullaway

Posted at 1:21 pm in TSG News, Wealth Management by TSG Wealth Management

TSG Wealth Management is delighted to announce the relocation and expansion of its La Jolla office to 888 Prospect St., Suite 238, La Jolla, CA 92037. This marks a strategic move to better serve clients in the region and an expansion that welcomes accomplished financial...

TSG and Independent Advisor Firms Are On The Rise

Nov 08, 2023 TSG And Similar Independent Advisor Firms Are On The Rise

Posted at 10:41 am in Wealth Management by TSG Wealth Management

The transformation of independent advisor firms into financial powerhouses is evident in Steve Garmhausen's recent Barron's article entitled, Independent Advisor Firms Are Hitting Their Stride. We, at TSG Wealth Management, recognize and appreciate this evolution as it aligns with our commitment to providing top-notch financial services...