May 21, 2026 Justin Breece Earns Sixth Appearance on 2026 Forbes Best-In-State Wealth Advisors List for Arizona
TSG is pleased to announce that Justin Breece, Managing Director of Breece Private Wealth Management of TSG Wealth Management, has been named to the 2026 Forbes Best-In-State Wealth Advisors list (Arizona – Phoenix Area), recognizing top advisors across Arizona. This marks Breece’s sixth appearance on the list (2019–2022, 2025, and 2026), underscoring his consistent performance and long-standing commitment to client success.
With more than two decades of experience in investment planning, Breece leads his Scottsdale-based practice, advising high-net-worth individuals, business owners, and multigenerational families. His approach is rooted in delivering tailored strategies that address complex financial needs while maintaining a disciplined, long-term perspective.
“We approach every client relationship with the understanding that no two situations are the same,” said Justin. “I’m fortunate to be surrounded by a team that brings a high level of care, accountability, and expertise to everything we do. This recognition speaks to the consistency of that effort and the way our team shows up for clients each day.”
Developed by SHOOK Research, the Forbes Best-In-State Wealth Advisors list evaluates advisors based on criteria such as assets under management, professional experience, compliance standards, and client retention. The list highlights advisors who demonstrate a strong commitment to delivering thoughtful, client-centered guidance.
As an affiliated partner of TSG, Breece has played a key role in expanding the organization’s presence in Arizona. Under his leadership, Breece Private Wealth Management has become one of the “go-to” practice’s in the Scottsdale market, built on a foundation of collaboration, education, and a generational approach to wealth planning.
“Justin has built a highly respected practice in Scottsdale, grounded in both entrepreneurial vision and a strong client-first approach,” said Mark Schulten, Managing Partner at TSG Wealth Management. “His leadership continues to strengthen our presence in Arizona and reflects the values we prioritize across TSG.”
Breece’s success is closely aligned with TSG’s commitment to advisor development and client excellence. His team operates within a culture that emphasizes integrity, shared knowledge, and delivering a high level of service tailored to each client’s goals.
“Justin has a strong ability to simplify complex decisions while maintaining a high level of precision,” said Allen Schreiber, Partner. “He approaches every relationship with care and ensures clients feel supported and confident in their long-term strategy.”
“Justin brings a unique combination of vision and discipline to his role,” added Brian Borst, CEO of TSG Wealth Management. “He has built a thriving practice in Scottsdale while maintaining a consistent focus on client needs and long-term outcomes.”
Breece Private Wealth Management continues to reflect the broader values of TSG—prioritizing meaningful client relationships, thoughtful wealth planning, and a team-driven approach to delivering consistent results.
As Breece continues to lead the growth of his Scottsdale-based practice, his focus remains on building lasting relationships, developing his team, and delivering guidance that evolves alongside his clients’ needs. His recognition on this year’s list reflects not only his experience, but the strength of the team and culture he has built in Arizona.
For more about Justin Breece and Breece Private Wealth Management, visit the Breece Private Wealth Management of TSG Wealth Management team site!
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.
2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2026; 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). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 – 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 – 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 – 6/30/19 (Source: Forbes.com). 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 – 6/30/18 (Source: Forbes.com). 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 – 6/30/17 (Source: Forbes.com). See full disclosure.
High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.