13 Oct Mark Schulten Continues To Receive Top Rankings on Barron’s Lists in 2023

Barron’s has once again unveiled its prestigious Top 100 Independent Advisors and Top 1,200 Financial Advisors rankings for 2023, and Mark Schulten, the Managing Partner of TSG Wealth Management, continues to shine as one of the top advisors in the nation. Ranking #75 and #43 respectively on these two lists. This remarkable achievement underscores the unwavering commitment of the TSG Wealth Management team to deliver exceptional financial services to clients.

In response to this recognition, Mark Schulten acknowledged the collective effort that drives their success, stating, “While my name is the one on the ranking, I believe this is a total team effort. If it weren’t for our amazing people and our dedicated teamwork on behalf of our clients, this accolade would not be possible.”

Within the fiercely competitive financial landscape, TSG Wealth Management has carved out a distinctive niche, prioritizing top-tier service, personalized investment plans and an environment that benefits both clients and financial advisors alike. Mark Schulten, alongside his Partner, Allen Schreiber, ascended in the industry as advisors, enabling them to establish a comprehensive wealth management practice adept at navigating the intricacies of wealth management for both clients and advisors.

“We have created an atmosphere by advisors for advisors,” said Schreiber, emphasizing their commitment to creating an advisor-centric environment that is a win-win for clients and advisors alike.  “We understand the difficulties that advisors face in their current situations and wanted to create a platform that offers them maximum independence within our framework do the right thing for their clients every-time.”

Prospective advisors interested in joining TSG Wealth Management can expect a host of benefits, including the autonomy to manage their portfolios, competitive payouts, the advantages of a 1099 status and premium-level support from TSG Client Associates.

Brian Borst, the CEO of TSG Wealth Management, expressed his enthusiasm for the firm’s growth, stating, “We’re excited about our growth and potential at TSG. TSG has now expanded to 15 locations across California, Nevada, Arizona and New Mexico. I was brought on to help increase our footprint and maximize our ability to serve our clients and new advisors in these markets.”

The future looks promising for TSG Wealth Management, thanks to their relentless dedication to client service, their commitment to hard work, and their unwavering focus on fostering a culture of teamwork.

For individuals seeking expert financial advice and guidance tailored to their unique needs and personal goals, TSG Wealth Management stands ready to provide exceptional support.

If you’re interested in becoming a part of this dynamic team as an Advisor, Client Associate, or Apprentice, we invite you to explore the career opportunities available on the TSG Wealth Management website.

Please note that Mark Schulten’s recognition as a recipient of Barron’s Top 100 Financial Advisors and Barron’s Top 1,200 State By State Advisors awards is based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance is not an explicit factor in this rating, as clients have varied goals and risk tolerances. The rating relies on a self-completed questionnaire and is not related to the quality of the investment advice, being solely based on the disclosed criteria.