Jan 23, 2026 TSG Expands with New Westlake Village Office, Welcomes Nick Sondgeroth & Team

TSG Wealth Management continues its thoughtful growth in Southern California by welcoming accomplished Managing Director Nick Sondgeroth, CFP® and his Channel View Wealth Advisors of TSG Wealth Management team. The team will occupy a new Westlake Village location for TSG located at 2829 Townsgate Road, Westlake Village, CA 91361.

The Westlake Village location, led by Nick Sondgeroth along with Vice President Daniel Khoury and Senior Client Associate Desiree Ramirez, brings TSG’s independent, client-first wealth management practice deeper into the Conejo Valley and creates greater accessibility for families and businesses across Ventura and Los Angeles counties.

“We are thrilled to welcome Nick and his outstanding team,” said Allen Schreiber, Partner at TSG Wealth Management. “This Westlake Village office is a direct result of their arrival and perfectly positions us to serve this vibrant, growing community with the collaborative depth our clients expect.”

TSG Wealth Management is an independent wealth management practice with offices throughout California and nationwide. Founded on the principle of always putting clients first, TSG delivers comprehensive investment, retirement, estate investment planning, and business planning services through a disciplined, team-driven approach that draws on over 1,000 years of combined advisor experience.

“Adding Nick’s team is exactly the kind of values-aligned growth we seek,” said Brian Borst, CEO of TSG Wealth Management. “It strengthens our footprint in Southern California and allows us to bring sophisticated, relationship-driven guidance to even more clients in the region.”

With more than a decade of experience, Nick leads his team with a focus on building lifelong relationships and guiding clients through every life stage. The Channel View Wealth Advisors employ active investment strategies tailored to individual risk profiles and leverages the eMoney® Planning Process to keep clients confidently on track. Nick’s recognition in Forbes Best-In-State Wealth Advisors (2024–2025), Forbes Top Next-Gen Wealth Advisors Best in State (2022–2025), Pacific Coast Business Times’ 40 Under 40 (2024), and AdvisorHub’s 100 Solo Advisors to Watch (2025) underscores his commitment to excellence.

“Southern California remains a cornerstone of our practice, and this new Westlake Village location is a natural next step,” said Mark Schulten, Managing Partner. “Nick and his team embody everything TSG stands for, and we’re excited to support them as they extend our planning-first philosophy to the Conejo Valley.”

Clients working with the new Westlake Village office now have direct, in-person access to the full breadth of TSG’s national resources—over 1,000 years of combined advisor experience (we stopped counting at 1,000), institutional-caliber investment strategies, and a true ensemble practice model—while enjoying the personal attention of a local, tightly knit team they already know and trust.

“Joining TSG has been the perfect partnership at the perfect time,” said Nick. “The resources, genuine collaboration, and unwavering client-first culture give our team an extraordinary platform to serve our community with the high-touch, forward-thinking guidance our clients deserve.”

The new office features a modern, welcoming design created specifically for meaningful client conversations and seamless teamwork among advisors. We invite you to join Nick and his team at the new Westlake Village office to see for yourself.

Visit the TSG Wealth Management homepage to learn more about our approach to wealth management or click here to dive deeper into our wealth management services.

If you’re an advisor or client associate looking for a new place to call home, learn more on our Join the Team page.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (Member SIPC). TSG Wealth Management is a separate entity from Wells Fargo Advisors Financial Network.

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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 (Source: Forbes.com). The 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 is based solely on the disclosed criteria.

2025 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com). 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). 2023 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com) 2022 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State 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.

The 2024 40 Under 40 was bestowed by the Pacific Business TImes as a result of community efforts, unrelated to the business of the firm.

2025 AdvisorHub Advisors to Watch: Awarded June 2025; Data compiled by AdvisorHub based on the time period from 12/31/23 – 12/31/24 (Source: AdvisorHub). The AdvisorHub 2025 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 100 Solo Advisors to Watch ranking is a subcategory of the AdvisorHub 2025 Advisors to Watch rating and does not denote an additional rating. 1974 wealth managers were considered for the rating; 1000 (50.6% of candidates) were named 2025 AdvisorHub Advisors to Watch.