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TSG Wealth Management is excited to announce that Alastair Patterson, CFP®, CPWA, has joined the Walnut Creek office as a Managing Director. Alastair brings with him a wealth of experience and a steadfast commitment to helping clients make informed and strategic financial decisions. With a career...
Manhattan Beach, CA — TSG Wealth Management is proud to welcome Jason Cole as the newest Managing Director at our Manhattan Beach office. With over 33 years of experience as an Financial Advisor, Jason has built a distinguished career helping clients navigate complex financial landscapes...
TSG is proud to recognize Ingrid Robertson as the latest Employee of the Quarter. As a Client Associate for Garcia, Barnblatt, Foster of TSG Wealth Management, Ingrid has consistently demonstrated professionalism, dedication, and an unwavering commitment to supporting clients and her team. Ingrid’s journey with TSG...
TSG Kickoff: Reflecting on 2024 and Looking Ahead to 2025 At TSG Wealth Management, 2024 was a year of unparalleled growth and accomplishment. Together, we reached new heights, delivering exceptional results for our clients and fostering stronger relationships across the board. As we celebrate our achievements...
Stephen Sullaway Brings Over 40 Years of Expertise to La Jolla Wealth Partners La Jolla, CA – La Jolla Wealth Partners of TSG Wealth Management is excited to announce that seasoned retirement plan specialist, Stephen Sullaway has joined the La Jolla Wealth Partners team as its...
TSG's Legacy Team Earns Recognition as Forbes Top Wealth Management Teams for High Net Worth TSG Wealth Management's legacy team, consisting of Mark Schulten, Managing Partner, Allen Schreiber, Partner, John Szymura, Senior Vice President, Lori Zorn, First Vice President, and Merlin Micken, First Vice President, has...
Nick Bero Earns Employee of the Quarter TSG Wealth Management proudly announces Nick Bero, Director of Trading, as the latest recipient of the Employee of the Quarter accolade. Nick has been recognized for his outstanding dedication, leadership, and contributions to the TSG community. Reflecting on the recognition,...
Charting New Paths: Daniel Fillinger Joins TSG Wealth Management - Manhattan Beach MANHATTAN BEACH - We are thrilled to welcome Daniel Fillinger, CFP®, to the TSG Wealth Management - Manhattan Beach as our newest Managing Director. With two decades of experience in financial services, Dan brings...
Meet Managing Director Ken Peters Meet Ken Peters, Managing Director at TSG Wealth Management - Sacramento, as he shares his journey and experiences in our "Meet TSG" series. With over 30 years in the financial industry, Ken discusses the importance of independence, the supportive environment at...
Meet TSG Managing Director, Steve Masoner Meet Steve Masoner, a Managing Director in TSG Wealth Management's Long Beach office, in our latest installment of the Meet TSG video series. Steve shares his dedication to improving the lives of his clients and staff, highlighting his extensive experience...
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