12 May Robert Sackler Recognized by Forbes Best-In-State List Ranking #33 California

Robert Sackler, Managing Director of The Sackler Group at TSG Wealth Management, has been named to the prestigious Forbes Best-In-State list for California, ranking #33. In addition to 2023, Robert has also been a part of this list in 2018 (#69), 2021 (#26) and 2022 (#34). This recognition comes on the heels of a string of successful years which we feel solidifies his reputation as one of the top financial advisors in the state.

Allen Schreiber, Partner at TSG Wealth Management, commented on Robert Sackler’s achievement, stating, “We are incredibly proud of Robert’s well-deserved recognition on the Forbes Best-In-State list. His dedication to providing outstanding financial services and strategies for our clients is unparalleled, and we believe this honor is a testament to his expertise and commitment to excellence.”

Forbes says that “the very best advisors are laser focused on having a positive impact on their clients’ lives; they want to add meaning and help them live better lives. The 7,321 advisors on the Forbes/SHOOK Best-In-State Wealth Advisors list have a track record of success over time, collectively managing nearly $11 trillion in assets.”

“Robert’s inclusion on the Forbes Best in State list is a reflection of his deep knowledge, professionalism, and unwavering commitment to his clients,” said Mark Schulten, Managing Partner at TSG Wealth Management. “He and his team are integral parts of the larger TSG team, and we are thrilled to see him receive this well-deserved recognition.”

The Sackler Group of TSG Wealth Management is known for providing comprehensive financial services and strategies for affluent individuals, families, corporations, endowments, and foundations. Based in Beverly Hills, The Sackler Group has earned a reputation for excellence in the city as they focus on understanding clients’ unique needs and delivering tailored solutions.

As the CEO of TSG Wealth Management, Brian Borst commended Robert Sackler’s achievement, stating, “Robert’s consistent recognition on the Forbes Best-In-State list is what we believe to be a testament to his team and their exceptional skills as a financial wealth managers. Their ability to understand and meet the unique needs of high-net-worth clients, along with his focus on professionalism and excellent service, sets them apart in the industry.”

Robert himself expressed his gratitude and excitement about being named to the Forbes Best in State list, stating, “I am honored to be recognized by Forbes for my work as a financial advisor in California. This achievement would not have been possible without the support of my amazing team at The Sackler Group of TSG Wealth Management, as well as the trust and loyalty of our valued clients.”

TSG feels that Robert Sackler’s recognition on the Forbes Best-In-State list is a testament to his outstanding achievements as a financial advisor and his commitment to serving the needs of high-net-worth clients. With his expertise and dedication to excellent service, Robert Sackler and his team at The Sackler Group are poised for continued success in the financial industry.

The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.