Best Financial Advisor in SoCal | Best Advisor Southern California

Mark Schulten Ranked #8 in California by Barron’s 2022 Top Advisor Rankings by State

Barron’s has released their 2022 Top 1200 Financial Advisors* rankings and TSG Wealth Management Managing Partner, Mark Schulten, has ranked #8 in California!

“This award is made possible by our amazing team and that is dedicated to working together on behalf of our wonderful clients,” says Schulten. “It may be my name on the ranking, but in reality this award is a reflection of our total team effort.”

*The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

TSG Wealth Management has seen continued success because we believe clients and advisors are able to see and feel the difference. In our opinion, top quality service, amenities and customized plans for both the clients and the financial advisors who join the team set TSG apart from competitors in the financial world. Partners Mark Schulten and Allen Schreiber believe that their history and experience as advisors has allowed them to create a wealth management team that offers the complete package. One that is able to put clients first, but also take care of the backend details and systems to help all of the advisors to succeed and maintain their client’s best interests.

“When creating TSG we understood the difficulties and obstacles that many advisors face and it was important to us to build a system that provides advisors the independence and freedom to focus on their clients’ best interests within our framework,” says Schreiber. “In short, our goal has been to use our experience to create an atmosphere by advisors for advisors.”

Advisors interested can enjoy benefits such as; independence to run your book, a competitive payout, benefits of a 1099 and premium level support from TSG Client Associates.

“TSG currently has seven locations across California and Nevada, but we’re excited about the possibility of more growth in more cities and states,” said TSG Wealth Management CEO, Brian Borst.  “At TSG, this is just the beginning as we look to expand our ability to help and serve more people and communities.”

Awards like the 2022 Top 1200 Advisors lends credibility to the hard work and dedication of Mark Schulten and his team at TSG. When you put your clients first and work hard on their behalf everyday good things can happen. Thanks to continued teamwork and dedication to the clients there is a lot to look forward to at TSG Wealth Management.

If you are in need of expert financial advice and guidance, please contact TSG Wealth Management. TSG Wealth Management focuses on every client’s needs independently and helps put together a plan that fits you and your personal goals.

If you are interested in joining the team as an Advisor, Client Associate or Apprentice, please visit the TSG Wealth Management career opportunities page.