News

May 06, 2026 Jason Cole Earns 5th Consecutive Selection to Forbes Best-In-State Wealth Advisors

Posted at 9:26 am in TSG News by TSG Wealth Management

TSG is excited to announce that Jason Cole, Managing Director in the Manhattan Beach office, has earned his 5th consecutive selection to the Forbes Best-In-State Wealth Advisors list (2022 - 2026) for California - Los Angeles (High Net Worth). A lifelong Los Angeles native with more...

May 04, 2026 Allen Schreiber Ranked #15 on 2026 Forbes Best-In-State Wealth Advisors List

Posted at 8:12 am in TSG News by TSG Wealth Management

TSG is pleased to share that Allen Schreiber, Partner, has earned the #15 ranking in California – Los Angeles (Private Wealth) on the 2026 Forbes Best-In-State Wealth Advisors list. This recognition represents his fourth consecutive year (2023, 2024, 2025, & 2026) on the list, underscoring...

May 01, 2026 Honoring a Family Legacy: SL Sakata Joins TSG

Posted at 7:00 am in TSG News by TSG Wealth Management

TSG Wealth Management proudly welcomes Steven L. Sakata as its newest Managing Director, operating as SL Sakata of TSG Wealth Management. A second-generation advisor with nearly three decades of experience, Steve brings a deep-rooted family legacy and a passion for personalized, multigenerational wealth management to the...

Apr 30, 2026 Mark Schulten Ranked #1 on 2026 Forbes Best-In-State Wealth Advisors

Posted at 11:21 am in TSG News by TSG Wealth Management

TSG is excited to announce that Mark Schulten, Managing Partner, has been ranked #1 on the 2026 Forbes Best-In-State Wealth Advisors list for Nevada. This is Mark’s 9th appearance on the list, making an appearance every year since the list began in 2018. With more than...

TSG Expands in Denver with Virtuent of TSG Wealth Management

Apr 17, 2026 TSG Expands in Colorado with Virtuent of TSG Wealth Management

Posted at 7:07 am in TSG News, Virtuent, Wealth Management by TSG Wealth Management

TSG is excited to announce a major expansion into the Mile High City with the full integration of Virtuent of TSG Wealth Management. The move establishes a dedicated office in Denver, a satellite office in Colorado Springs, and combines TSG’s national platform and resources with...

Apr 09, 2026 Expanding to the Rockies: Toril McGuigan and Team Launch TSG’s Office in Breckenridge

Posted at 9:22 am in Wealth Management by TSG Wealth Management

TSG Wealth Management continues its thoughtful growth with the addition of Managing Director Toril McGuigan, CEPA, and Senior Client Associate Cynthia Stursberg, establishing the practice’s newest office in Breckenridge, Colorado. The new location marks an important milestone in TSG’s ongoing expansion and commitment to serving...

Apr 07, 2026 TSG Pasadena Named to Forbes 2026 Best-in-State Wealth Management Teams List

Posted at 3:00 pm in Wealth Management by TSG Wealth Management

The TSG Wealth Management – Pasadena team has been recognized on the 2026 Forbes Best-in-State Wealth Management Teams list, ranking #100 in Southern California for its demonstrated excellence in serving high-net-worth clients with disciplined, client-centered wealth planning. This ranking — published by Forbes — reflects...

Apr 01, 2026 Carol Smith Earns #5 Ranking on Forbes’ 2026 Top Women Wealth Advisors Best-In-State List

Posted at 12:26 pm in Financial News, TSG News by TSG Wealth Management

TSG is delighted to announce that Carol Smith has been named to the Forbes Top Women Wealth Advisors Best-In-State list for 2026, ranking #5 in New Mexico. This recognition, awarded in February 2026 based on data as of June 30, 2025, highlights her consistent performance...

Mar 23, 2026 From Omaha Roots to Lake Tahoe: RJ Bernstein Joins TSG

Posted at 10:05 am in TSG News, Wealth Management by TSG Wealth Management

TSG Wealth Management continues its thoughtful growth with the addition of veteran investment professional RJ Bernstein and his team. Bernstein joins as Managing Director in TSG’s Incline Village office, bringing more than four decades of experience in investment management and client relationships. Joining alongside him...

The Petrie Group Awarded Forbes 2026 Best-In-State Wealth Management Teams, Ranking #21 in Nevada

Mar 19, 2026 The Petrie Group Recognized as a Top Team in Nevada on Forbes’ Best-In-State Wealth Management Teams 2026 List

Posted at 6:51 am in Petrie, TSG News by TSG Wealth Management

TSG is honored to announce that The Petrie Group has been named to the Forbes Best-In-State Wealth Management Teams list for 2026 as a top team Nevada. The recognition, awarded in January 2026 based on data from March 31, 2024, to March 31, 2025, acknowledges...