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BEVERLY HILLS, CA - TSG Wealth Management is excited to announce The Sackler Group has joined as the newest addition to the TSG Beverly Hills family. The Sackler Group represents the largest expansion of the Beverly Hills office since its' opening in 2019. Founder of...
SAN LUIS OBISPO, CA – TSG Wealth Management is excited to announce Nancy Fairchild, Managing Director, and her group, The Fairchild Group, have joined the team in San Luis Obispo! Nancy turned a senior internship at a regional financial firm into a 40 year financial...
SACRAMENTO, CA – TSG Wealth Management is excited to welcome our newest Managing Director, Norma Andrade Casanova! Norma has spent over 21 years in the financial industry and specializes in asset management, estate planning strategies, and retirement planning, with families and corporate executives whose needs are...
SAN LUIS OBISPO, CA – TSG Wealth Management is excited to announce that they have opened their 11th location with the addition of new Managing Director, Melissa Miller in San Luis Obispo! Melissa has spent over 20 years in the financial industry and focuses on...
ZEPHYR COVE, NV - TSG Wealth Management is excited to announce The Holcomb Group has joined as the newest addition to the TSG family. The Holcomb Group will be opening TSG's tenth location and the second in Lake Tahoe. Based in Zephyr Cove, Michael Holcomb,...
Meet TSG is proud to feature Managing Director, Joe Addy. Joe was born and raised in Long Beach California, he graduated from Cal State University of Long Beach in 2001 with a Bachelor of Science Degree and later became a Financial Advisor in 2003. In...
At TSG philanthropy is a big part of our company culture. This year the TSG Employees, led by Client Associate, Caitlyn Jimenez, came together to support the Boys and Girls Clubs of Long Beach BACK2SCHOOL School Supply & Backpack Drive. According to the Club's website "90%...
SCOTTSDALE, AZ - TSG Wealth Management is excited to announce that we have partnered with Justin Breece to open a new location in Scottsdale, Arizona. Justin and his team will operate out of the new location as Breece Private Wealth Management of TSG Wealth Management....
RENO, NV – TSG Wealth Management is excited to announce that Marshal Barnes has made the move by joining TSG Wealth Management – Reno as its’ newest Managing Director. Marshal, who has lived in the Reno area since 1994, has been registered in the finance...
LONG BEACH, CA – TSG Wealth Management is excited to announce that Tim Healy has joined TSG Wealth Management – Long Beach as its’ newest Managing Director. Tim, who has been registered in the finance industry since 1984, is making a final move to achieve the...