Feb 24, 2026 TSG Named #1 Team in Nevada on 2026 Forbes Best-in-State Wealth Management Teams List
TSG proudly announces that its Legacy Team has been ranked #1 in Nevada on the 2026 Best-in-State Wealth Management Teams list published by Forbes. The recognition helps highlights the team’s continued excellence in delivering trusted, high-touch guidance to individuals and families seeking enduring financial confidence. TSG continues to position itself as a leader in comprehensive, client-centered wealth planning and long-term stewardship.
Now headquartered in Reno, the practice’s top ranking reflects its growing influence across the West. The Best-in-State methodology evaluates advisory teams using a rigorous blend of qualitative insight and quantitative metrics, including industry experience, assets under management, compliance history, and professional standards.
For decades, the Legacy Team has operated on a simple but powerful belief: effective wealth management extends far beyond portfolio performance. As Founder, Warren Schulten succinctly puts it, “Clients first, always.” It is grounded in long-term relationships, disciplined strategy, and a deep understanding of each client’s evolving priorities.
“Being recognized as the #1 team in Nevada is both humbling and energizing,” said Mark Schulten, Managing Partner. “This distinction reflects not just what we do, but how we do it — with integrity, thoughtful strategy, and unwavering commitment to our clients’ long-term goals.”
That philosophy is carried through a collaborative service model designed to address complex and multigenerational needs. By integrating investment strategy, estate considerations, and lifestyle planning into a unified wealth planning framework, the team helps clients navigate change with clarity and confidence.
“Our success starts with listening,” explained Allen Schreiber, Partner. “Understanding what matters most to each client allows us to build strategies that evolve alongside their lives — which is especially important in a rapidly shifting economic environment.”
Depth of experience across the team increases stability. Advisors bring decades of perspective to market cycles, policy changes, and personal transitions, enabling proactive guidance rather than reactive decision-making.
“The landscape of wealth management is always changing,” noted John Szymura, Senior Vice President. “Clients rely on us for insight, but just as importantly for clarity and steadiness during uncertain moments.”
Equally central to the practice’s identity is a culture rooted in trust and personal connection. Relationships are treated not as transactions, but as long-term partnerships shaped by transparency and care.
“At TSG, we don’t just build plans — we cultivate trust,” said Lori Zorn, First Vice President. “Clients come to us with hopes, questions, and concerns, and it’s our responsibility to support them with confidence, compassion, and expertise.”
Collaboration across disciplines ensures that each strategy reflects the full picture of a client’s life, not just a single financial objective.
“Our strength comes from working together and challenging each other’s thinking,” added Merlin Micken, Senior Vice President. “Every client situation is unique, and our goal is to deliver solutions that truly reflect that individuality.”
Looking To The Future
Under the leadership of Mark, Allen and Brian Borst, Chief Executive Officer, TSG continues to expand its capabilities while preserving a boutique, relationship-driven experience.
“Excellence in wealth management is measured by stewardship and lasting relationships,” Borst said. “Being named the top Best-in-State team in Nevada affirms our purpose and the trust clients place in us every day.”
Looking ahead, the practice remains focused on thoughtful growth, continued investment in talent and technology, and an unwavering commitment to personalized wealth planning. By deepening client relationships and expanding the resources available to families and individuals, the team is positioning itself to meet the evolving demands of an increasingly complex financial landscape.
This latest recognition further establishes TSG’s role as a cornerstone of the advisory community. With a clear vision for the years ahead and a foundation built on trust, collaboration, and disciplined guidance, the future of the practice is defined not only by recognition, but by the lasting impact it strives to create for every client it serves.
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (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.