News

Oct 16, 2026 Trust the Process: Mark Miller Joins TSG’s Westlake Village Office

Posted at 9:59 am in TSG News by TSG Wealth Management

TSG Wealth Management is proud to welcome Mark Miller, CPWA®, as a Managing Director in its Westlake Village office. With more than 23 years of experience across both retail and institutional money management, Mark brings a wealth of perspective to the team, along with a straightforward belief...

From the Strip to the Rose City: Steven Sakata Joins TSG’s Pasadena Team

Oct 14, 2026 From the Strip to the City of Roses: Steven Sakata Joins TSG’s Pasadena Team

Posted at 7:33 am in TSG News by TSG Wealth Management

TSG is proud to announce that some of its most experienced talent is coming together in Pasadena. Steven L. Sakata, Managing Director, is relocating from Las Vegas to join Vincent Law, Managing Director, and Philip Peng, Senior Vice President, uniting three seasoned advisors under one roof...

Oct 12, 2026 TSG Expands in Irvine with Managing Director Eddy Olandj

Posted at 8:01 am in TSG News by TSG Wealth Management

TSG Wealth Management is growing its presence in Orange County with the addition of Eddy Olandj, CFP®, as the newest Managing Director in its Irvine office. An Orange County native with more than 25 years of experience, Eddy brings a relationship-driven approach to wealth planning and...

Sep 21, 2026 A Family Legacy, A Career Her Own: Alexa Schulten Joins The Petrie Group

Posted at 9:28 am in Petrie, TSG News by TSG Wealth Management

TSG Wealth Management is honored to welcome Alexa Schulten as a Client Relationship Manager with The Petrie Group of TSG Wealth Management, based in the Incline Village, Nevada office. Her arrival marks a rare milestone: three generations of one family now share a commitment to the same practice,...

Sep 02, 2026 Meet TSG: Gregg Shallan of La Jolla Wealth Partners

Posted at 1:51 pm< in La Jolla, Meet TSG by TSG Wealth Management

In this installment of our Meet TSG series, we introduce Gregg Shallan, CFP®, ChFC®, CEPA®, MBA, Managing Director and a senior partner with La Jolla Wealth Partners of TSG Wealth Management. Gregg shares how his team leads with a collaborative, strengths-based approach—pairing group leadership and business...

Aug 25, 2026 Top 50 in the Nation: Allen Schreiber Named to AdvisorHub’s 2026 Advisors to Watch, Over $1B

Posted at 8:41 am in TSG News by TSG Wealth Management

TSG Wealth Management is proud to announce that Partner Allen Schreiber, MBA, has once again been recognized on AdvisorHub’s 2026 Advisors to Watch, Over $1B ranking, this year climbing into the top 50 nationally at #50. The distinction places Allen among the most accomplished wealth advisors in the country,...

Aug 21, 2026 TSG Wealth Management Expands to Chico, Welcomes Old Oak Partners

Posted at 9:41 am in TSG News by TSG Wealth Management

TSG Wealth Management is proud to announce the opening of its Chico office and to welcome Old Oak Partners of TSG Wealth Management to the practice. The team is led by Managing Directors Ric Wilson and Matt Holzwarth, joined by Client Associate Cayden Hill, and...

Aug 21, 2026 Rooted in the Central Valley: The Dunn Team Joins TSG Wealth Management in Fresno

Posted at 9:33 am in TSG News by TSG Wealth Management

TSG Wealth Management is proud to announce additions to its Fresno office and the opening of its Bakersfield office, welcoming Lance Dunn, CFP®, Managing Director, to the TSG family, along with his daughter, Lexis Dunn, AAMS®, Vice President, and Karen Ursua, Senior Client Associate. The...

Aug 18, 2026 Meet TSG: Jamie Meronoff of La Jolla Wealth Partners

Posted at 7:50 am< in La Jolla, Meet TSG by TSG Wealth Management

In this installment of our Meet TSG series, we introduce Jamie A. Meronoff, CFP®, Managing Director with La Jolla Wealth Partners of TSG Wealth Management. Jamie shares his collaborative, partnership-driven approach to wealth management—working alongside clients, their CPAs and estate planning attorneys, and his own team...

Aug 11, 2026 After Loss, Financial Clarity Matters More Than Speed

Posted at 1:12 pm in Channel View by Nick Sondgeroth

Losing a spouse is one of life’s most difficult transitions. In the middle of grief, the surviving spouse is often asked to make decisions that feel immediate, complex, and deeply consequential. There may be estate documents to locate, bills to pay, accounts to retitle, insurance benefits to claim,...