Apr 11, 2025 La Jolla Wealth Partners Team Ranked #28 in Southern California on Forbes Best-In-State Wealth Management Teams List

TSG Wealth Management is proud to announce that La Jolla Wealth Partners has been named to the Forbes Best-In-State Wealth Management Teams list, ranking #28 in Southern California for 2025. This prestigious recognition highlights the team’s unwavering commitment to delivering sophisticated financial strategies and personalized client service.

Under the leadership of Managing Directors Gregg Shallan, CFP®, ChFC®, CEPA®, MBA, Sylvia Geffen, and Jamie Meronoff, CFP®, AAMS®, La Jolla Wealth Partners has cultivated a reputation for providing forward-thinking wealth management solutions. With decades of combined experience, the team specializes in helping high-net-worth individuals, families, and business owners navigate the complexities of wealth planning.

“We are honored to be recognized by Forbes for our dedication to excellence in wealth management,” said Gregg Shallan. “Our approach has always been centered on understanding our clients’ unique financial landscapes and crafting strategies tailored to their long-term objectives.”

At La Jolla Wealth Partners, a collaborative approach ensures that clients receive well-rounded financial guidance that integrates investment management, retirement planning, estate strategies, and risk management. Their deep industry knowledge allows them to build comprehensive plans that adapt to changing economic environments.

“Our clients entrust us with their financial futures, and that’s a responsibility we take very seriously,” said Sylvia Geffen. “We focus on building lasting relationships, ensuring that each strategy we create aligns with their evolving goals and aspirations.”

As part of TSG Wealth Management, La Jolla Wealth Partners has access to the firm’s extensive resources, cutting-edge technology, and a broad network of financial professionals. This affiliation allows the team to deliver a boutique experience while leveraging the strength and stability of a larger organization.

“The recognition of our La Jolla Wealth Partners team is well deserved,” said Mark Schulten, Managing Partner of TSG Wealth Management. “Their dedication to client service and strategic wealth planning is a testament to the values that define TSG Wealth Management as a whole.”

With a client-first mentality, La Jolla Wealth Partners prioritizes a holistic approach to financial success, guiding clients through wealth preservation, generational planning, and investment strategies designed for long-term stability.

“Our mission is to provide financial clarity and confidence, helping our clients make informed decisions that support their vision for the future,” added Jamie Meronoff. “This recognition is a reflection of our team’s dedication to that mission.”

TSG Wealth Management continues to be recognized as one of the best teams, with multiple teams earning spots on the Forbes Best-In-State Wealth Management Teams list. The success of La Jolla Wealth Partners is a testament to the practice’s culture of excellence, innovation, and unwavering commitment to client success.

To learn more about La Jolla Wealth Partners, click here to visit their team page.

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2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.