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TSG Wealth Management continues its thoughtful growth with the addition of veteran investment professional RJ Bernstein and his team. Bernstein joins as Managing Director in TSG’s Incline Village office, bringing more than four decades of experience in investment management and client relationships. Joining alongside him...
TSG is honored to announce that The Petrie Group has been named to the Forbes Best-In-State Wealth Management Teams list for 2026 as a top team Nevada. The recognition, awarded in January 2026 based on data from March 31, 2024, to March 31, 2025, acknowledges...
A Conversation with Allen Schreiber, Partner, TSG Wealth Management For professional athletes, wealth can arrive quickly — but managing it effectively requires far more than investment selection or contract negotiation. It demands structure, coordination, education, and a unified strategy that preserves today’s earnings while building long-term...
For the second year in a row, Lisa Petrie, CFP®, Managing Director of The Petrie Group of TSG Wealth Management, has been named #1 Top Women Wealth Advisors Best-In-State for Nevada and #85 on America's Top Women Wealth Advisors published by Forbes. These recognition place...
TSG is excited to celebrate La Jolla Wealth Partners as they earned a distinguished place on the Forbes Best-In-State Wealth Management Teams list for 2026, ranking #33 in Southern California. This latest accolade underscores the team's exceptional skill in delivering tailored, high-touch wealth strategies amid...
In the high-stakes world of professional sports, where multimillion-dollar contracts can turn young athletes into instant millionaires, the influx of wealth often brings an entourage of well-meaning—but sometimes boundary-testing—friends, family, and advisors. Sudden success can strain relationships, expose financial vulnerabilities, and lead to impulsive decisions...
TSG proudly announces that its Legacy Team has been ranked #1 in Nevada on the 2026 Best-in-State Wealth Management Teams list published by Forbes. The recognition helps highlights the team’s continued excellence in delivering trusted, high-touch guidance to individuals and families seeking enduring financial confidence....
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,...
In professional sports, the spotlight shines brightly, but the earning years can be fleeting. Many athletes see sudden wealth at a young age—sometimes even before they’re legally old enough to toast a contract signing. Without the right strategy, that wealth can disappear just as quickly...
At TSG Wealth Management, recognizing excellence goes hand in hand with giving back. Each quarter, the Employee of the Quarter program honors team members who not only demonstrate exceptional performance and leadership but also embody the practice’s commitment to service and community impact. Honorees have...
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