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Over 300 Years

Of Experience In Planning & Advice

The TSG Wealth Management difference lies in our dedication to quality, process and a disciplined approach to your wealth management and investments. We take pride in building relationships with our clients and their families first so we can better understand your needs, today and in the future.

Explore Our Investment Planning and Wealth Management Services

Financial Planning Help | Long Beach | Irvine | TSG Wealth Management
Long Beach Wealth Management | TSG Wealth Management

Wealth Management

At TSG Wealth Management we provide a range of wealth management services to fit your goals and needs. From investments to business advice to lending and more...

 

Investment Advice | TSG Wealth Management | Long Beach | Irvine | Beverly Hills

Investment Advice

At TSG Wealth Management we focus in four main areas of the investment planning process that gives you an effective overall strategy.

 

Retirement Planning by TSG Wealth Management | Long Beach Investment Planning

Retirement Planning

Your retirement plan needs to contain a multitude of aspects that work together to create your overall strategy and secures your future.

 

Estate Planning Services | TSG Wealth Management | Long Beach | Irvine | Beverly Hills

Estate Planning

At TSG Wealth Management we’re committed to ensuring that your success leaves a legacy that lives on beyond your time.

 

Founding Principle

is to put your interests above all

The TSG Wealth Management founding principle was, and continues to be, to put your interests above all, with a goal to consistently exceed expectations.

 

What are your goals? Where do you see yourself in 5, 10, 25, 50 years? Are you looking to be more aggressive or simply maintain your wealth? Just a sampling of questions that lets us serve your interests first and above all else.

TSG Wealth Management | Investment Planning | Financial Advisors
TSG Wealth Management | Investment Planning | Financial Advisors
Accolades

Awarded by Industry Leading Publications

Wall Street Journal / Barron's Top 100 Financial Advisors

2015-2019
#1 in Southern California
#15 Nationally
Mark Schulten, CFP®
Barron's Top 1,000 Advisors 2009-2020

Financial Times Top 400 Adivsors

2015-2019 FT 400
Top 400 Advisors
Mark Schulten, CFP®

Forbes America's Top Wealth Advisors

2016-2020
#8 in Southern California
Mark Schulten, CFP®

* Please see important disclosures located within the Awards and Recognition tab.

Key To Results

Clients First

Every financial advisor believes they can get you results, but are they getting you the best results? The key to ensuring our clients see returns year after year is the amount of time and care we put into your financial plan. Hundreds of hours of research is used to ensure we not only meet, but that we exceed your expectations. We invite you to experience the TSG difference!

Discover The Difference

We are dedicated to quality, process and a disciplined approach to wealth management and investment. We work to build relationships with our clients and their families in order to best understand their needs, today and in the future.

Meet The TSG Wealth Management Team

As your Investment Advisors, we will spend the time to understand your financial concerns and work with you to develop a customized investment program that we believe can best meet your needs.

A Family Approach to Wealth Management

Our founding principle was, and continues to be, to put your interests above all, with a goal to consistently exceed expectations.

Market & Economic Reports

The latest market analysis and reports come to you straight from our team. Powered by one of the largest financial institutions in the world we're proud to bring you the most up-to-date financial information.

We Believe In

Making A Difference

TSG Wealth Management is committed to giving back to many philanthropic endeavors around our communities. Everything from donating our time on boards to volunteering at events and from providing pro bono expertise to monetary donations, we recognize the importance of giving back. We're proud of our team's involvement in the spirit of giving.

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