May 23, 2025 Mark Schulten of TSG Wealth Management Ranked #3 on 2025 Forbes Best-In-State Wealth Advisors List

TSG is thrilled to announce that Mark Schulten, Managing Partner, has been ranked #3 on the 2025 Forbes Best-In-State Wealth Advisors list. This is Mark’s 8th appearance on the list, making it every year since the list began in 2018.

With over four decades of experience in investment planning, Mark Schulten has been instrumental in shaping TSG Wealth Management’s client-first philosophy. Since teaming up with his father, Warren Schulten, in 1984, he has specialized in wealth planning, tax efficient planning and estate investment planning, helping to guide high-net-worth individuals and families toward their financial goals.

“This recognition reflects the collective effort of our dedicated team and the trust our clients place in us,” said Mark Schulten, Managing Partner. “At TSG, we prioritize understanding each client’s unique goals to provide tailored investment planning solutions.”

The Forbes Best-In-State Wealth Advisors list, developed by SHOOK Research, evaluates advisors based on factors such as industry experience, compliance records, revenue, and assets under management. Mark’s #3 ranking is for the California – Los Angeles (High Net Worth) category. This accolade underscores Schulten’s and his team’s position as leading advisors for their clients.

Under Schulten’s leadership, TSG Wealth Management has cultivated a collaborative environment where advisors are empowered to deliver exceptional service. The practice’s growth and success are attributed to its unwavering commitment to client-centric values and a team-oriented approach.

“As Mark’s partner for nearly three decades, I’ve seen firsthand the level of care, discipline, and vision he brings to every client relationship,” said Allen Schreiber, Partner. “This recognition is a reflection of the leadership and consistency he brings not just to his own clients, but to our entire practice.”

TSG Wealth Management continues to distinguish itself through its emphasis on integrity, transparency, and personalized investment planning. The firm’s advisors are committed to building lasting relationships and providing guidance that aligns with each client’s financial aspirations.

“Mark sets the tone for our entire organization,” said Brian Borst, CEO of TSG Wealth Management. “His commitment to excellence and doing what’s right for the client is the foundation of our culture. It’s no surprise to see him recognized at this level — he leads by example 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.

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). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22. 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. 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. 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. 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. 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. See full disclosure.