Nov 03, 2025 Allen Schreiber Featured in AdvisorHub: How TSG Wealth Management Unlocked Its Potential with Wells Fargo Advisors Financial Network
AdvisorHub recently highlighted TSG Wealth Management and Partner Allen Schreiber in the article, “The formula for independence without sacrificing support: How One Practice Unlocked Their Potential with Wells Fargo Advisors Financial Network.” The feature explores how TSG’s move to Wells Fargo Advisors Financial Network (FiNet) in 2019 empowered the practice to grow its independence, expand to 20 offices, and exceed $17 billion in assets under management.
Allen shared how the transition allowed TSG to balance entrepreneurial freedom with the strength and stability of a major institution. By building out a nine-person leadership team and launching TSG Tax Management, the practice created a one-stop, family-office-style experience for clients. (a separate tax services company unaffiliated with FiNet) Schreiber emphasized that FiNet’s flexibility and resources have been instrumental in allowing TSG to focus on what matters most—developing client relationships and delivering comprehensive wealth solutions.