Long Beach Welcomes Steve Masoner and team as Newest Additions

Steve Masoner Joins TSG Wealth Management

Long Beach Welcomes Steve Masoner and team as Newest Additions

LONG BEACH, CA – TSG Wealth Management is proud to announce that Steve Masoner, Managing Director, and his team have joined the TSG family and will be working from our Long Beach location!

After over 21 years in the financial services industry Steve joined the team at TSG to enhance and continue his work building and protecting the wealth and legacy of clients. His thoughtful approach to defining and prioritizing individual financial goals allows him to work to create appropriate investment strategies while enjoying long-term, genuine relationships with his clients and their families.

As one of the largest teams at the Wells Fargo Advisors Financial Network, TSG Wealth Management is continually looking to add quality partners to our organization. Along with Steve we are please to welcome three other members of his team, Tyler Chernack, Robi Welch and Angie Concepcion. As a group we are confident that their experience will be an invaluable addition as we continue to build out what we feel is one of the premier wealth management organizations in the country. 

Visit the TSG Wealth Management homepage to learn more about our approach to wealth management or click here to dive deeper into our services. We are honored to have Steve and his team with us and we look forward to future success for our clients moving forward. If you’re a current client and would like to follow Steve and join him at TSG please contact us and we’ll send out the required forms.

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