Mar 10, 2026 La Jolla Wealth Partners Named on Forbes’ 2026 Best-In-State Wealth Management Teams – A Mark of Enduring Excellence
TSG is excited to celebrate La Jolla Wealth Partners as they earned a distinguished place on the Forbes Best-In-State Wealth Management Teams list for 2026, ranking #33 in Southern California. This latest accolade underscores the team’s exceptional skill in delivering tailored, high-touch wealth strategies amid an ever-evolving financial landscape.
Guided by Managing Directors Gregg Shallan, CFP®, ChFC®, CEPA®, MBA, Sylvia Geffen, and Jamie Meronoff, CFP®, AAMS®, La Jolla Wealth Partners continues to stand out for its innovative, client-centric approach. Drawing on extensive collective expertise, the team excels in guiding affluent individuals, families, and entrepreneurs through sophisticated wealth preservation, growth opportunities, and legacy planning.
“We are grateful for this recognition from Forbes, which reflects our ongoing commitment to delivering strong wealth management outcomes,” said Gregg. “We work to understand each client’s financial situation and build plans that adapt to their goals and circumstances.”
The team offers integrated services, including portfolio management, retirement income planning, estate considerations, and risk management, tailored to each client’s needs.
“We believe our clients place profound trust in us to help safeguard and grow their legacies,” said Sylvia. “We build long-term relationships and develop solutions that address both current and future needs.”
Supported by TSG’s resources and network, La Jolla Wealth Partners combines boutique-level personalization with institutional capabilities.
“This latest Forbes recognition for La Jolla Wealth Partners reflects the commitment and collaborative spirit that powers TSG and our partners,” said Mark Schulten, Managing Partner. “With experienced leadership and a focus on client service, they represent the standards we maintain across the practice.”
The team is dedicated to empowering clients toward financial security and generational success, La Jolla Wealth Partners delivers clarity in complex times.
“We exist to illuminate the path forward, guiding our clients with the insight and confidence to pursue their objectives with confidence,” added Jamie. “Being honored once again highlights the dedication our entire team brings to our work.”
In Southern California’s more affluent markets, where steady demand and favorable economic conditions continue to support long-term planning, the team’s collaborative approach helps clients make the most of these opportunities.
“This recognition highlights how our shared commitment to thorough preparation and open communication sets us apart,” said Stephen. “We succeed by working closely together to deliver consistent, reliable guidance for every client.”
TSG Wealth Management maintains its reputation as a leader in the industry, with numerous teams consistently featured on Forbes lists. La Jolla Wealth Partners’ continued success highlights the practice’s dedication to innovation, integrity, and client-first principles.
To learn more about La Jolla Wealth Partners, click here to visit their team page.
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2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (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.