23 May Mark Schulten of TSG Wealth Management Receives Top Industry Honors from Barron’s and Forbes
Mark Schulten, Managing Partner of TSG Wealth Management, has been honored with prestigious awards from Barron’s and Forbes for his outstanding achievements in the industry. Mark’s experience, expertise and dedication to providing “clients first” service have been acknowledged on a national and state level, we feel this solidifies his reputation as one of the top wealth advisors in the country.
TSG Wealth Management, founded by Mark, his father Warren Schulten and their Partner Allen Schreiber, has become one of the fastest growing wealth management practices in the nation. In recognition of their achievements, TSG has been named to the 2023 Barron’s Top 100 Private Wealth Teams, ranking #35 in the nation.
However, it is Mark Schulten’s individual recognition by Forbes that highlights his exceptional performance and contribution to the industry. Mark has been included in both Forbes’ America’s Top Wealth Advisors and Best-In-State Wealth Advisors lists for 2023, earning him the #56 spot among America’s Top Wealth Advisors. Mark currently resides in Nevada, working from the TSG Reno and Incline Village offices, these awards however are a reflection and testament to the hard work of the team company-wide.
“We are thrilled to receive these prestigious accolades from Barron’s and Forbes,” said Allen Schreiber, TSG Partner. “We believe this recognition is a testament to our team’s unwavering commitment to providing exceptional service and customized wealth management solutions to our clients.”
“I am honored to have our teams efforts recognized by Forbes and Barron’s,” said Mark Schulten. “I feel this recognition is a reflection of our team’s commitment to providing our clients with personalized wealth management strategies tailored to their unique needs and objectives.”
With his inclusion in these prestigious lists, Mark Schulten’s accomplishments and dedication to his clients are evident. We believe his expertise and commitment to providing exceptional service have earned him recognition as one of the industry’s best wealth advisors.
“We are extremely proud of our team’s accomplishments and the recognition we have received from Barron’s and Forbes,” said Brian Borst, CEO of TSG Wealth Management. “It is a testament to our dedication to delivering exceptional service, innovative strategies, and customized solutions to our valued clients.”
TSG Wealth Management is honored to have Mark Schulten leading the team. We feel this recognition further highlights TSG’s commitment to our clients and shows that the future is bright for everyone involved with TSG.
For more information about TSG Wealth Management and Mark Schulten’s comprehensive wealth management services, please visit our wealth management services page.
The Forbes Top 250 Wealth Advisors (AKA Top Wealth Advisors) and Forbes Best-In-State Wealth Advisors 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.
High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.
The Barron’s Top 100 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year’s size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.