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Pictured (left to right): Tyler Chernack – Vice President and Tom Trauger, Jr. – Managing Director
Owning a world-class yacht represents far more than a passion for the water — it’s a significant financial commitment that demands equally sophisticated planning. The TSG Marine Wealth Team offers specialized financial services and strategies purpose-built for high-net-worth individuals, families, and enterprises in the yachting and boating community.
Our advisors combine deep expertise in marine asset financing with the full breadth of TSG Wealth Management’s capabilities, delivering personalized solutions that preserve your wealth, reduce your tax burden, and keep you focused on what matters most — life on the water. From first-time superyacht purchases to multi-vessel portfolios, we bring institutional-level thinking and exceptional personal service to every client relationship.
We help identify and implement proactive strategies to reduce your federal and state tax exposure across income, capital gains, and depreciation — including planning opportunities unique to high-value vessel ownership structures.
Contact UsThrough Wells Fargo Bank, N.A. and our partners, we provide high-net-worth clients access to preferred financing rates on vessels and major assets that simply aren't available through conventional marine lenders.
Contact UsWe serve as the central hub for your financial, investment, estate, and philanthropic planning — coordinating across your full team of advisors to deliver unified oversight and strategic guidance across generations.
Contact UsQualified clients can access liquidity against their existing investment portfolio without liquidating positions, preserving long-term investment strategy while maintaining the flexibility to act on major acquisitions decisively.
Contact UsWells Fargo Advisors Financial Network does not provide legal or tax advice.
Wells Fargo Bank Priority Credit Lines are offered by Wells Fargo Bank, N.A. as the lender, in partnership with Wells Fargo Clearing Services LLC as agent, servicer and intermediary holding the collateral accounts.
Bank products and services are available through Wells Fargo Bank, N.A.
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Irvine
18800 Von Karman
Suite B
Irvine, CA 92614
949-508-2600
Long Beach
6460 East Pacific Coast Hwy
Suite 223
Long Beach, CA 90803
562-414-0900
FINRA’s BrokerCheck to obtain more information about our firm and its financial professionals.
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