May 11, 2026 Nick Sondgeroth Receives Third Consecutive Selection to Forbes Best-In-State Wealth Advisors List
TSG is excited to announce that Nick Sondgeroth, CFP®, Managing Director and leader of Channel View Wealth Advisors of TSG Wealth Management, has earned his third consecutive selection to the Forbes Best-In-State Wealth Advisors list (2024 -2026) for California – Los Angeles (High Net Worth).
With more than a decade of experience, Nick Sondgeroth leads a dedicated team focused on delivering clear, personalized wealth management solutions to individuals and families. Operating from the Westlake Village office, Channel View Wealth Advisors specializes in active investment strategies tailored to each client’s risk profile, comprehensive goal-based planning, retirement income planning, estate and legacy strategies, education savings, and philanthropic giving.
The team emphasizes simplifying complex financial matters and creating customized plans that align with each client’s unique story, goals, and long-term vision. Clients benefit from ongoing, attentive support designed to provide clarity and confidence throughout all stages of life.
“I’m truly honored to receive this recognition for the third year in a row,” said Nick. “While the award is personally meaningful, it really belongs to our entire team that works alongside me every day. Our focus is on building lasting relationships and helping clients feel confident and supported as we navigate their financial journey together.”
The Forbes Best-In-State Wealth Advisors list, developed by SHOOK Research, evaluates advisors on criteria such as experience, compliance standards, assets under management, revenue produced, and overall quality of practice. Earning this distinction for three consecutive years reflects Nick’s consistent excellence and the high level of service Channel View Wealth Advisors provides to clients in the Conejo Valley and surrounding areas.
“Nick’s expertise and consistent track record make him one of the thriving advisors in our practice,” said Mark Schulten, Managing Partner. “Earning this award for the third consecutive year is a well-deserved recognition of his skill and the outstanding client experience he and his team deliver.”
Nick leads Channel View Wealth Advisors alongside Vice President Daniel Khoury and Senior Client Associate Desiree Ramirez. The team is committed to delivering thoughtful, collaborative wealth management with a personal touch that clients can rely on for years to come.
“Nick has a remarkable ability to connect with clients and translate complex financial concepts into clear, actionable strategies,” said Allen Schreiber, Partner. “Seeing him earn this recognition for the third year running demonstrates the real trust he’s built and the strong outcomes he delivers year after year.”
This collaborative environment enables the team to deliver consistent, high-quality service while maintaining the personal relationships that matter most. The group’s continued success reflects TSG’s broader commitment to integrity, transparency, and helping families build and preserve wealth across generations.
“Nick’s client-first approach and leadership continue to strengthen our practice,” said Brian Borst, CEO of TSG. “This repeated recognition reflects both his individual expertise and the momentum he is building with his team at Channel View Wealth Advisors.”
As he continues to serve clients from the Westlake Village office, Nick remains focused on providing clear guidance, supporting his team’s growth, and delivering personalized strategies that help clients pursue their financial goals with confidence.
For more about Nick Sondgeroth and Channel View Wealth Advisors, visit the Channel View Wealth Advisors team site!
If you’re an advisor looking for a new place to grow your practice—surrounded by like-minded professionals and backed by a trusted name—TSG Wealth Management invites you to start a conversation today.
2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com). See full disclosure.
High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.