Mar 27, 2025 Irvine Open House 2025
Posted at 11:41 am
in TSG News
RSVP to Melissa Balboa, Client Associate melissa.balboa@tsgwm.com | 949-508-2615...
News
Mar 18, 2025 Alastair Patterson Becomes TSG’s Newest Managing Director in Walnut Creek
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...
Mar 13, 2025 TSG Expands Manhattan Beach Team Welcoming Jason Cole as Newest Managing Director
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...
Feb 13, 2025 From Clients to Canines: Ingrid Robertson Earns Employee of the Quarter and Gives Back to the Pups
Posted at 11:10 am
in TSG Gives
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...
Jan 28, 2025 TSG Kickoff: Reflecting on 2024 and Looking Ahead to 2025
Posted at 9:20 am<
in TSG News
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...
Jan 08, 2025 Stephen Sullaway Brings Over 40 Years of Expertise to La Jolla Wealth Partners
Posted at 2:07 pm
in La Jolla
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...