14 Sep Managing Partner, Mark Schulten, Named To FORBES Top 250 Wealth Advisors From 2015-2020

TSG Wealth Management’s Managing Partner, Mark Schulten, has been named to Forbes’ list of of America’s Top 250 Wealth Advisors from2015-2020. The 2020 ranking show’s Mark as 43rd nationwide. Mark believes this prestigious honor is not possible without the hard work of the entire TSG Wealth Management team. We continue our commitment to our client first approach.

According the Forbes website, “this year’s Top Wealth Advisors list includes 250 advisors who manage $893 billion in client assets. They were nominated by their firm and then vetted and ranked by SHOOK research.”

SHOOK Research, who ranks the advisors on the list note that they are chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews, industry experience, compliance records, revenue produced, and assets under management.

“It’s an honor for me to be recognized by this national publication,” says Managing Partner, Mark Schulten, “I have always approached managing our client’s interests as a team, dedicated to quality, process and a disciplined approach. Our team works to build relationships with our clients and their families in order to best understand their needs, today and in the future.”

Mark Schulten and the TSG Wealth Management team will continue to pursue their client’s best interest now and into the future. To see Mark’s additional recognitions as well as the team’s recognition please click the link: TSGWM.com/awards-recognition/

“We hope that with continued hard work and attention to detail we can improve and ensure Mark stays on these lists for many years to come,” said TSG Partner, Allen Schreiber.

Mark Schulten is honored by the recognition and looking forward to a bright future for the practice and more importantly their clients.

The Forbes Top 250 Wealth Advisors (AKA Top Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.