May 08, 2026 Driven by Purpose: Jason Kariuki Joins TSG Denver

Posted at 6:47 am in Wealth Management by TSG Wealth Management

TSG is pleased to welcome Jason Kariuki as the newest Managing Director in its Denver office. With a client-first philosophy shaped by personal experience and a genuine passion for helping others, Jason brings a thoughtful and collaborative approach to wealth management. Jason’s introduction to the financial...

TSG Expands in Denver with Virtuent of TSG Wealth Management

Apr 17, 2026 TSG Expands in Colorado with Virtuent of TSG Wealth Management

Posted at 7:07 am in TSG News, Virtuent, Wealth Management by TSG Wealth Management

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...

Apr 09, 2026 Expanding to the Rockies: Toril McGuigan and Team Launch TSG’s Office in Breckenridge

Posted at 9:22 am in Wealth Management by TSG Wealth Management

TSG Wealth Management continues its thoughtful growth with the addition of Managing Director Toril McGuigan, CEPA, and Senior Client Associate Cynthia Stursberg, establishing the practice’s newest office in Breckenridge, Colorado. The new location marks an important milestone in TSG’s ongoing expansion and commitment to serving...

Apr 07, 2026 TSG Pasadena Named to Forbes 2026 Best-in-State Wealth Management Teams List

Posted at 3:00 pm in Wealth Management by TSG Wealth Management

The TSG Wealth Management – Pasadena team has been recognized on the 2026 Forbes Best-in-State Wealth Management Teams list, ranking #100 in Southern California for its demonstrated excellence in serving high-net-worth clients with disciplined, client-centered wealth planning. This ranking — published by Forbes — reflects...

Mar 23, 2026 From Omaha Roots to Lake Tahoe: RJ Bernstein Joins TSG

Posted at 10:05 am in TSG News, Wealth Management by TSG Wealth Management

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...

Building the Right Advisory Team A Conversation with Allen Schreiber, Partner, TSG Wealth Management

Mar 17, 2026 Building the Right Advisory Team

Posted at 1:47 pm in Sports and Entertainment, Wealth Management by TSG Wealth Management

A Conversation with Allen Schreiber, Partner, TSG Wealth Management For professional athletes, wealth can arrive quickly — but managing it effectively requires far more than investment selection or contract negotiation. It demands structure, coordination, education, and a unified strategy that preserves today’s earnings while building long-term...

Winning Beyond the Game: A Playbook for Lifelong Financial Success | Q&A with TSG Sports and Entertainment President, Brock Wilson

Nov 13, 2025 Winning Beyond the Game: A Playbook for Lifelong Financial Success

Posted at 1:14 pm in Sports and Entertainment, Wealth Management by TSG Wealth Management

In professional sports, the spotlight shines brightly, but the earning years can be fleeting. Many athletes see sudden wealth at a young age—sometimes even before they’re legally old enough to toast a contract signing. Without the right strategy, that wealth can disappear just as quickly...

May 23, 2025 Mark Schulten of TSG Wealth Management Ranked #3 on 2025 Forbes Best-In-State Wealth Advisors List

Posted at 9:11 am in TSG News, Wealth Management by TSG Wealth Management

TSG is thrilled to announce that Mark Schulten, Managing Partner, has been ranked #3 on the 2025 Forbes Best-In-State Wealth Advisors list. This is Mark's 8th appearance on the list, making it every year since the list began in 2018. With over four decades of experience...

May 02, 2025 TSG Welcomes Newest Managing Director, Bruce Kajiwara and His Team to Roseville Office

Posted at 8:07 am in TSG News, Wealth Management by TSG Wealth Management

TSG Wealth Management is excited to welcome Bruce Kajiwara, CPA/PFS, CFP®, AIF®, as the newest Managing Director in our growing Roseville office. With a career spanning more than four decades, Bruce brings a deep foundation in wealth planning, accounting, and client-focused service. Joining him are...

Apr 21, 2025 TSG Partner Allen Schreiber Named to 2025 Barron’s Top 1,200 Financial Advisors List

Posted at 3:30 pm in TSG News, Wealth Management by TSG Wealth Management

TSG Wealth Management is proud to announce that Allen Schreiber, MBA, Partner at TSG, has been named to the 2025 Barron’s Top 1,200 Financial Advisors list. This annual ranking recognizes the most accomplished financial advisors across the United States, based on assets under management, revenue...

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