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LONG BEACH, CA & SCOTTSDALE, AZ – TSG Wealth Management is excited to announce that Mark Correa has moved over from Wells Fargo Advisors to join TSG Wealth Management as the newest Managing Director. Mark, who has lived in the Southern California area for most...
Meet TSG is proud to feature First Vice President, John Szymura, CFP®. John has been in the financial field since 2008 helping people achieve their financial goals. Before joining TSG he was a successful solo practitioner and then joined TSG "on the ground floor" as...
Meet TSG is proud to feature Managing Director, Mark Thornburg. Mark has been in the financial field for over 30 years helping people achieve their financial goals. Joining TSG as an independent advisor gave him the freedom and flexibility to always maintain his clients first...
Meet TSG is proud to feature Partner, Allen Schreiber, MBA. After earning his MBA from Chapman in 1998, Allen teamed up with Founder, Warren Schulten and Managing Partner, Mark Schulten, to help take TSG Wealth Management to new heights. "Allen is the single greatest hire...
Meet TSG is proud to feature our Director of Business Operations, Alexandria Koualczuk. Alexandria, Allie for short, joined TSG in 2012, joining TSG for her final years at California State University Long Beach. Beginning as an Apprentice (Intern) and working her way up to become...
Welcome to our latest installment of Meet TSG! This week we are excited to feature Managing Director, Freeman Welch, CFP®. Nearly 40 years ago Freeman left one family business, a large stereo store, and took a leap of faith to join his father-in-law in the...
At TSG Wealth Management we're proud of our culture and the team that has created it. Meet TSG is a celebration of the many wonderful people at TSG Wealth Management. We hope that with each installment you'll gain greater insight and appreciation for the people...
Philanthropy and making a difference in our communities is a big part of our culture at TSG Wealth Management. All of our team members are encouraged to find and support causes that have meaning to them. We are proud of our team’s involvement in the...
INCLINE VILLAGE, NV - TSG Wealth Management is excited to announce that The Petrie Group has joined our team and has opened our brand new Lake Tahoe office in Incline Village, Nevada. The team will operate from both the new Incline Village and the Long...
At TSG Wealth Management we are passionate about philanthropy and making a difference in our communities. We encourage every team member to find and support the causes that they are passionate about. Our team has put in a lot of effort to give back and...