Aug 09, 2024 A Journey of Growth: Intern Experience Insight from TSG Client Associate, Kayde Lin
A Journey of Growth: Intern Experience Insight from TSG Client Associate, Kayde Lin...
Aug 05, 2024 Thriving in a Collaborative Environment: Meet TSG Vice President, Brian Cheney
Meet TSG Vice President, Brian Cheney Meet Brian Cheney, a Vice President at TSG Wealth Management, as he shares his journey and experiences in our "Meet TSG" series. Brian discusses the importance of a collaborative work environment, his passion for investments, and his commitment to helping...
Jul 24, 2024 Mastering the Art of Financial Navigation: Intern Experience Insight from TSG Vice President, August DeAngelo
August (Augie) DeAngelo, Vice President at TSG, shares reflections on personal and professional development during his tenure. He discusses the evolution of responsibility and integrity through managing client finances, highlighting the sharpening of analytical skills and decision-making abilities. Augie emphasizes the invaluable mentorship at TSG,...
Jul 16, 2024 Kathryn Sunico Shines as Employee of the Quarter, Champions Alzheimer’s Association
Kathryn Sunico Shines as Employee of the Quarter TSG Wealth Management proudly announces Kathryn Sunico, Senior Registered Client Associate at the Manhattan Beach office, as the latest recipient of the Employee of the Quarter accolade. This honor recognizes her exceptional contributions and unwavering commitment to excellence,...
Jul 10, 2024 Allen Schreiber Ranks #4 on AdvisorHub’s 2024 1,000 Advisors to Watch
We are thrilled to announce that TSG Wealth Management Partner, Allen Schreiber, MBA, has been recognized as one of AdvisorHub's 2024 1,000 Advisors to Watch. Notably, Allen has achieved an impressive #4 ranking on the Top 150 Advisors to Watch – Over $1 Billion list....
Jun 10, 2024 TSG Expands Bay Area Presence, Welcomes Managing Directors Ken Wise and Michael Peters
SAN FRANCISCO & WALNUT CREEK, CA – TSG Wealth Management is excited to announce an expansion in the Bay Area with the addition of two new Managing Directors to the team, Michael Peters and Ken Wise. Michael J. Peters, CPWA®, along with Registered Client Associate...
Jun 07, 2024 La Jolla Wealth Partners Joins Forces with TSG Wealth Management
LA JOLLA, CA – TSG Wealth Management is thrilled to announce their strategic partnership with La Jolla Wealth Partners (LJWP), marking a significant step towards enhancing client services and expanding their reach within the financial advisory landscape. La Jolla Wealth Partners, led by Managing Directors Gregg...
Jun 03, 2024 A Union of Expertise and Passion: Joshua LeBlanc Joins Forces with Breece Private Wealth Management of TSG Wealth Management
In the ever-evolving landscape of wealth management, partnerships are forged not only on the basis of professional expertise, but also on shared values and a commitment to client success. Today, we're excited to announce a new partnership within TSG, Joshua LeBlanc, MBA, has united with...
May 29, 2024 TSG and Mark Schulten Garner Top Recognition by Forbes in 2024
TSG Wealth Management has proudly been recognized by Forbes in 2024 as a leader in the wealth management industry. Amongst the prestigious honors, TSG Wealth Management secured a spot on the 2024 Forbes Best-In-State Wealth Management Teams list, ranking #21. Additionally, TSG’s dynamic Managing Partner,...