FINRA’s BrokerCheck to obtain more information about our firm and its financial professionals.
TSG is proud to announce the opening of a new office in Pasadena, California, expanding the practice's presence across Southern California. The new location will be led by Vincent Law, Managing Director, who brings over two decades of industry expertise and a strong track record...
TSG Wealth Management is excited to welcome Bruce Kajiwara, CPA/PFS, CFP®, AIF®, as the newest Managing Director in our growing Roseville office. With a career spanning more than four decades, Bruce brings a deep foundation in wealth planning, accounting, and client-focused service. Joining him are...
TSG Wealth Management is proud to announce the appointment of Brock Wilson as President of the TSG Sports & Entertainment Group, a dedicated division focused on serving the unique financial needs of professional athletes, entertainers, and industry executives. With over three decades of experience in wealth...
TSG Wealth Management is proud to announce that Allen Schreiber, MBA, Partner at TSG, has been named to the 2025 Barron’s Top 1,200 Financial Advisors list. This annual ranking recognizes the most accomplished financial advisors across the United States, based on assets under management, revenue...
INCLINE VILLAGE, NV — TSG Wealth Management proudly congratulates Lisa Petrie, Managing Director of The Petrie Group, for her exceptional accomplishment of being named the #1 Top Woman Wealth Advisor Best-In-State (2025) in Nevada and securing the #88 spot nationwide on the America's Top Women...
TSG Wealth Management is proud to announce that La Jolla Wealth Partners has been named to the Forbes Best-In-State Wealth Management Teams list, ranking #28 in Southern California for 2025. This prestigious recognition highlights the team’s unwavering commitment to delivering sophisticated financial strategies and personalized...
TSG Wealth Management is pleased to announce that Alex C. Trejo, CFP®, has joined the practice as the newest Managing Director in the Manhattan Beach office. With over 34 years of experience in comprehensive wealth planning, Alex brings a depth of knowledge and dedication to...
TSG Wealth Management is excited to announce that The Petrie Group has been ranked #15 in Nevada on the 2025 Forbes Best-In-State Wealth Management Teams list. This recognition highlights the team’s commitment to delivering highly personalized wealth management services and long-term investment solutions tailored to...
TSG Wealth Management is proud to announce that its Legacy Team has been named the #1 Wealth Management Team in Nevada on the 2025 Forbes Best-In-State Wealth Management Teams list. This prestigious recognition highlights the team’s unwavering dedication to providing high-net-worth clients with personalized financial...
RSVP to Melissa Balboa, Client Associate melissa.balboa@tsgwm.com | 949-508-2615...
PLEASE NOTE: By clicking on this link, you will leave the TSG Wealth Management Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with TSG Wealth Management or Wells Fargo Advisors Financial Network. The information and opinions found on this web site have not been verified, nor do TSG Wealth Management or Wells Fargo Advisors Financial Network make any representations as to its accuracy and completeness. By linking to this web site, please note TSG Wealth Management nor Wells Fargo Advisors Financial Network are endorsing this third-party’s products and services, or its privacy and security policies, which may differ from TSG Wealth Management and Wells Fargo Advisors Financial Network. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this web site.