FINRA’s BrokerCheck to obtain more information about our firm and its financial professionals.

Specialized Wealth Guidance

Your equity is the start. Let us help build the plan.

Equity is complicated in ways salary never was. The decisions have deadlines, and most of them are permanent. We help you make them deliberately

Start the Conversation →
Scroll
Built for

More than a salary

RSUs, options, and ESPP shares create real opportunity, and real complexity. TSG helps you plan around every vesting date, exercise window, & diversification point.

Concentrated Equity

Thoughtful strategies for vesting schedules, option exercises, and reducing single-stock concentration over time.

Learn More

Tax-Aware Coordination

We align sales, diversification, and timing with your broader tax picture, working alongside your CPA or our TSG Tax Management team.

Learn More

Estate and Legacy

Estate planning strategies that help you pass on what you have built, coordinated with your attorney and your long-term goals.

Learn More

Pre-IPO and Liquidity Events

We help you prepare for tender offers, secondaries, and IPO’s before the announcement, not after.

Learn More
$21B
Assets Under Management
184
Team Members
28
Offices Nationwide
As of 8/21/26
Introduce Yourself

Start the conversation

Share a few details and Russell will reach out to see if a conversation makes sense.

Russell Hicks, Wealth Advisor, Vice President

Russell Hicks

Wealth Advisor, Vice President

601 California Street, Suite 1168
San Francisco, CA 94108

    By clicking the 'Send' button below, you agree to be contacted by TSG Wealth Management and consent to be called or emailed back at the phone and/or email provided.

    This material is provided for informational purposes only and is not intended as legal or tax advice. TSG works alongside clients’ existing CPAs and tax advisors and offers tax services through TSG Tax Management LLC (tsgtm.com), a separate entity that is not affiliated with Wells Fargo Advisors Financial Network, LLC.

     

    Submitting this form does not create an advisory relationship and does not guarantee a meeting. Investment products are not FDIC insured, are subject to investment risks, and may lose value.