Financial Wealth Management Strategies

At TSG Wealth Management we provide a range of wealth management services to fit your goals and needs. Our founding principle was, and continues to be, to put your interests above all, with a goal to consistently exceed expectations. As you have questions about the services below we encourage you to contact us so we can help you with your financial needs.

To view our wealth management services please scroll down or click on the service below:

• Investment / Retirement Planning
• Business Advisory
• Tax Management Strategies
• Family Matters
• Insurance and Annuity
• Estate Planning Strategies
• Access to Lending Services
• Sports and Entertainment Services

Outside Professionals

We often work with our clients’ existing advisors to assure total integration and provide seamless management of their financial picture. We also maintain relationships with a wide variety of Certified Public Accountants, Attorneys and Pension Plan Administrators (TPAs) that can be utilized as needed.

Wealth Management Services

Wells Fargo Advisors Financial Network is not a legal or tax advisor. Be sure to consult your own tax advisor and investment professional before taking any action that may involve tax consequences.

Business Advisory

At TSG Wealth Management our goal is to put your interest above all and in our business advisory division we cover areas often over stressed your business. TSG has you covered by focusing in on three crucial verticals that often don’t get the attention to detail needed in the day-to-day work environment.

Mergers & Acquisitions

• Recapitalizations
• Employee Stock Ownership Plans
• Capital Solutions

Corporate Retirement Plans

• Profit Sharing
• 401k
• Simple IRA
• Defined-benefit Plans

Cash Management

• Access to Deposits & Banking Services
• Lockbox and Receivables Control
• Credit Card Merchant Services

Tax Management

Tax Management Strategies

• Identification of tax efficiencies
• Collaboration with your tax professionals
• Tax loss harvesting
• Charitable giving strategies
• Accuracy verification of financial data, including cost basis of all previously held positions

WE WILL MANAGE YOUR INVESTMENTS IN A WAY THAT SEEKS TO MINIMIZE TAXABLE EVENTS.

We help identify tax efficiencies, collaborate with your tax professionals, evaluate and recommend charitable giving strategies, and aim to minimize capital gains taxes on your investments. It is important to remember that although minimizing taxes is important, attempting to achieve a proper balance of risk and return is our paramount concern.

Note: We are not a Certified Public Accounting (CPA) firm and do not prepare tax returns; however, we have CPAs on staff, as well as a network of reliable professional relationships, and can help match you with the right tax professional to meet your needs.

Family Matters

At TSG Wealth Management we know how valuable family is in our lives and we also know that proper family planning is essential to maintaining quality of life throughout. Knowing what expenses might lie ahead in the future and planning for them today will save you headache and stress later in life. Let us help you plan for a successful family future.

Education Planning

• 529 Plans
• UTMA / UGMA
• Education IRA

Child Living Expenses

• Special Needs

Parents

• Healthcare
• Assisted Living Expenses

Insurance and Annuity ²

Life can be unpredictable and are you ready should the unthinkable happen? At TSG Wealth Management we offer a variety of tailored insurance and risk management options to ensure you’re covered if an unfortunate event occurs.

Life Insurance

• Whole & Term
• Universal & Variable

Liability Insurance

• Umbrella Coverage

Income Protection

• Fixed & Variable Annuities
• Disability Insurance
• Long Term Care

Estate Planning Strategies³

You’ve worked and sacrificed your whole life to build your success and legacy. At TSG Wealth Management we’re committed to ensuring that you leave a legacy that lives on beyond your time to take care of your heirs or give back to those in need. We have tools and strategies to help you plan exactly how you’d like to see you legacy continue and we look forward to helping you make an impact for generations to come.

Strategies

• Estate Taxes
• Estate Valuation

Trusts

• Living Trusts
• Credit Shelter
• Corporate Trustee

Heirs

• Beneficiary Planning
• Annual Giving
• Transfer on Death
• Estate Transfer

Charitable Giving

• Charitable Remainder Trusts
• Bequests

Lending ⁴

Through our Wells Fargo affiliates, you have access to lending products, including:

Securities Based Financing

Residential Mortgages

Home Equity Financing

Business Financing

Credit Cards

¹ Wells Fargo Advisors Financial Network and TSG Wealth Management are not legal or tax advisors. You should consult with your attorney, accountant and/or estate planner before taking any action

² Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo Advisors and are underwritten by unaffiliated insurance companies.

³ Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

⁴ Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.

FINRA’s BrokerCheck to obtain more information about our firm and its financial professionals.