May 01, 2026 Honoring a Family Legacy: SL Sakata Joins TSG
TSG Wealth Management proudly welcomes Steven L. Sakata as its newest Managing Director, operating as SL Sakata of TSG Wealth Management. A second-generation advisor with nearly three decades of experience, Steve brings a deep-rooted family legacy and a passion for personalized, multigenerational wealth management to the team.
Steve’s career is built on a foundation established in 1969 when his father joined EF Hutton, a practice that would later become part of Morgan Stanley. He began working alongside his father as an intern in 1997 and joined full-time in 2002 as a Financial Advisor at Salomon Smith Barney. He continued refining his craft at Wells Fargo Private Bank starting in 2016, before founding SL Sakata Private Investment Management in 2024 as part of the Wells Fargo Advisors Financial Network. Now he has joined TSG Wealth Management – Las Vegas, allowing him to expand resources for his clients while preserving the independence and personal touch that define his practice.
This move carries special meaning as TSG’s own founder, Warren Schulten, began his distinguished career at EF Hutton in 1965 — just a few years before Steve’s father entered the industry. The shared early roots at one of Wall Street’s most iconic firms create a meaningful generational bridge within the TSG family.
“Continuing the family tradition in wealth management has been incredibly rewarding,” said Steve. “I’ve always been passionate about investing and helping families navigate complex financial decisions. Joining TSG allows me to bring an even broader set of resources to my clients while maintaining the personalized, long-term approach they value.”
Steve’s practice follows a private investment office model, emphasizing highly personalized strategies, thoughtful long-term planning, and strong multigenerational client relationships. Having started investing at a young age and worked directly with his father early in his career, he brings both seasoned expertise and genuine enthusiasm to every engagement.
TSG Managing Partner Mark Schulten highlighted how Steve’s background and philosophy align with the TSG’s client-first culture. “Steve brings a remarkable depth of experience and a true dedication to personalized wealth management,” said Mark. “His family legacy and client-centric approach make him a natural fit for TSG.”
That collaborative yet independent environment was a key factor in Steve’s decision to join the practice. With TSG now managing approximately $20 billion in assets and supported by 169 team members across 24 offices*, advisors like Steve can deliver enhanced resources while retaining full flexibility to tailor strategies for their clients.
TSG Partner Allen Schreiber noted the value Steve adds to the broader TSG community. “Steve’s sophisticated approach and long-term perspective will benefit his clients and strengthen our collective capabilities,” said Allen. “We’re excited to welcome him and look forward to the impact he will have across our network.”
Steve’s arrival further reinforces TSG’s commitment to attracting professionals who share its values of integrity, independence, and a genuine focus on helping families build lasting financial success.
For TSG CEO Brian Borst, additions like Steve reflect the practice’s ongoing commitment to partnering with exceptional advisors. “TSG’s growth has always been driven by exceptional people who put clients first,” said Brian. “Steve brings integrity, experience, and a passion for multigenerational planning that will serve our clients well for years to come.”
A proud father and husband, Steven cherishes the time he spends with his wife and their two daughters in Las Vegas. He carries forward the same dedication to family that shaped his father’s career more than five decades ago, finding balance through meaningful time together at home.
With the addition of SL Sakata of TSG Wealth Management, TSG continues to strengthen its network of experienced, client-focused professionals dedicated to helping families preserve and grow their wealth with confidence.
Visit the TSG Wealth Management homepage to learn more about our approach to wealth management or click here to dive deeper into our wealth management services.
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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (Member SIPC). TSG Wealth Management is a separate entity from Wells Fargo Advisors Financial Network.
*As of 5/1/26