14 Sep Managing Partner, Mark Schulten, Named To FORBES Top Wealth Advisors For 6th Straight Year
TSG Wealth Management’s Managing Partner, Mark Schulten, has been named to Forbes’ list of of America’s Top 250 Wealth Advisors for the 6th straight year. The 2020 ranking show’s Mark as 43rd nationwide and 14th in the state of California. This prestigious honor recognizes the hard work of the entire TSG Wealth Management team and reflects the commitment to a clients first approach.
According the Forbes website, “this year’s Top Wealth Advisors list includes 250 advisors who manage $893 billion in client assets. They were nominated by their firm and then vetted and ranked by SHOOK research.”
SHOOK Research, who ranks the advisors on the list note that they are chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews, industry experience, compliance records, revenue produced, and assets under management.
This comprehensive approach strives to take into account the totality of the wealth management experience.
“It’s an honor to be recognized by this national publication,” says Managing Partner, Mark Schulten, “we have always approached managing our client’s interests as a team, dedicated to quality, process and a disciplined approach. We’ve worked to build relationships with our clients and their families in order to best understand their needs, today and in the future, so it’s rewarding when that is recognized by an outside authority.”
Mark Schulten and the TSG Wealth Management team will continue to pursue their client’s best interest now and into the future. The TSG Wealth Management difference has earned them recognition from a few industry leaders in addition to Forbes, including, the Financial Times and the Wall Street Journal.*
“We hope that with continued hard work and attention to detail we can improve and ensure we stay on these lists for many years to come,” said TSG Partner, Allen Schreiber.
Mark Schulten and the TSG Wealth Management team are honored by the recognition and looking forward to a bright future for the firm and more importantly their clients.
* Please see important disclosures located within the Awards and Recognition tab.