May 10, 2024 James Lacey Joins TSG Wealth Management – San Francisco As Newest Managing Director

TSG Wealth Management - San Francisco proudly welcomes James Lacey, CRPC® as the newest Managing Director addition to the team. With a career spanning over two decades in the financial industry, Jim brings a wealth of experience and dedication to his new position. His journey, which began in 1998, has been defined by a passion for assisting families in achieving their financial goals.

Reflecting on his decision to join TSG Wealth Management, Jim remarked, "I am thrilled to be part of such a dynamic team that shares my dedication to client success. TSG's commitment to excellence aligns perfectly with my own values, and I look forward to contributing to the continued success of our clients."

A native of the Bay Area, James Lacey possesses deep roots in California and an extensive understanding of the local financial landscape. What we feel truly sets Jim apart is his unwavering commitment to client success. He finds fulfillment in making a tangible difference in the lives of his clients, ensuring that their financial objectives are met with precision and care.

"Jim brings a wealth of experience and a dedication to client success that aligns perfectly with our mission here at TSG Wealth Management," said Mark Schulten, Managing Partner. "We are excited to have him on board and confident that his expertise will further enhance our ability to serve clients in the San Francisco area."

Upon joining TSG Wealth Management in 2024, Jim expressed his enthusiasm for the collaborative culture and client-centric approach that defines the practice. He values the team’s dedication to putting clients first, within an environment that fosters innovation and excellence.

Allen Schreiber, Partner at TSG Wealth Management, emphasized the value that Jim brings to the table. "I believe Jim's extensive experience and deep understanding of the financial landscape make him an invaluable asset to our team. His commitment to client success and his personalized approach to wealth management fits perfectly. We are excited to leverage Jim's expertise in an effort to deliver exceptional results for our clients."

At TSG Wealth Management, we believe that dedication to quality and a disciplined approach to wealth management and investments is the differentiator. TSG team members prioritize building relationships with clients and their families to better understand their needs today and in the future. TSG's founding principle of putting clients' interests above all else, coupled with a goal to consistently exceed expectations, drives everything.

Experience the TSG difference, start by exploring our services and contact us with any questions. We look forward to the opportunity to serve you.

If you’re an advisor or client associate looking for a new place to call home, learn more on our Join the Team page.