Financial Wealth Management Strategies

Professional Wealth Management Services

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:



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

Investment & Retirement Planning

Your investment and/or retirement plan contains a multitude of aspects that should work together to create your overall strategy. At TSG Wealth Management we focus in four main areas of the investment and retirement planning process.


Financial Goals
  • Statement of Goals – Working together to create a shared mission.
  • Investment Plan – What type of risk and investments are you open to and make the most sense at your stage of life?


Portfolio Management
  • Investment Policy
  • Manager Selection


Tax Planning Strategies1
  • Taxable – Tax Efficient Investment Strategies
  • Tax Reduction Strategies
  • Social Security Benefits


Retirement Planning
  • 401K – 403b – 457
  • IRA – Roth IRA
Investment Planning | Retirement Planning | Long Beach Financial Advice

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 Services | TSG Wealth Management

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 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.

Tax Management Strategies | TSG Wealth Management
Family Financial Planning | Financial Education Planning | TSG Wealth Management

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
  • Education IRA


Child Living Expenses
  • Special Needs


  • 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
Insurance and Annuities with TSG Wealth Management
Estate Planning | Wealth Management Services | TSG Wealth Management

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.


  • Estate Taxes
  • Estate Valuation


  • Living Trusts
  • Credit Shelter
  • Corporate Trustee


  • 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
Lending & Financing from TSG Wealth Management

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.