May 21, 2025 Jason Cole Named to 2025 Forbes Best-In-State Wealth Advisors List
MANHATTAN BEACH, CA – TSG Wealth Management is proud to announce that Jason Cole, a Managing Director in the Manhattan Beach office, has been recognized on the 2025 Forbes Best-In-State Wealth Advisors list, ranking #86 in the California – Los Angeles (High Net Worth) category.
With 34 years of experience in investment planning, Jason has built his practice on long-standing relationships, comprehensive client service, and tailored strategies that support the unique goals of high-net-worth individuals and families. Jason’s practice is further strengthened by the steady support of his longtime Senior Registered Client Associate, Carl Leiva, who plays an integral role in the day-to-day operations and client experience.
“Being recognized by Forbes is a meaningful honor, and it speaks to the trust my clients have placed in our process,” said Jason. “We are deeply committed to delivering thoughtful, personalized investment planning, and I’m grateful to work alongside a team that shares this vision.”
The Forbes Best-In-State Wealth Advisors list, developed by SHOOK Research, ranks advisors based on a rigorous methodology that includes both quantitative and qualitative criteria such as industry experience, compliance records, client retention, assets under management, and in-person interviews. The goal of the ranking is to highlight advisors who are leading the way in providing exceptional wealth guidance and client care.
TSG Wealth Management continues to distinguish itself through its team-oriented approach, built on decades of shared values and a client-first philosophy. Jason’s recognition is not only a reflection of his individual dedication, but also a testament to the collaborative spirit that defines the Manhattan Beach office and the broader TSG network.
“Jason’s work ethic, character and commitment to clients exemplify the culture of our practice,” remarked Mark Schulten, Managing Partner. “His inclusion in the Forbes list is well deserved and underscores the value we aim to provide through every advisor in our practice.”
TSG has grown strategically by empowering experienced investment planners to serve clients with the resources of a large institution, while maintaining the independence and personalization of a boutique practice. This balance is key to the long-term relationships TSG advisors foster across generations.
“Jason’s recognition is a reflection of the consistent excellence we strive for at TSG,” added Allen Schreiber, Partner. “He represents the kind of integrity, insight and client advocacy that drive our collective success.”
With a reputation for building teams rooted in trust, transparency, and a commitment to lifelong guidance, TSG Wealth Management is proud to celebrate Jason’s achievement as another example of its mission in action.
“We are thrilled to see Jason honored for the outstanding service he provides,” said Brian Borst, CEO. “This recognition reinforces our dedication to supporting advisors who put clients first and lead with intention every day.”
For more information about TSG Wealth Management’s services, please visit the TSG services page .
If you’re an advisor looking for a new place to grow your practice—surrounded by like-minded professionals and backed by a trusted name—TSG Wealth Management invites you to start a conversation today.
Pictured (left to right): Mark Schulten – Managing Partner, Carl Leiva – Senior Registered Client Associate, Jason Cole – Managing Director, Allen Schreiber – Partner, and Brian Borst – CEO.
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). See full disclosure.