Wealth Management Services
A complete approach to every aspect of your financial life. From investments and retirement to estate planning strategies, tax planning strategies, and beyond, coordinated under one disciplined philosophy, with your interests above all.
Professional wealth management services
Select a service to jump to details, or visit its dedicated page to learn more.
Investment & Retirement
A disciplined approach designed to help you pursue your long-term financial goals through changing market conditions.
View →Business Advisory
M&A, corporate retirement plans, and cash management for owners.
View →Tax Planning Strategies
Coordinated strategies that seek to minimize taxable events.
View →Family Matters
Education funding, dependent care, and planning for those you love.
View →Insurance & Annuity
Tailored insurance and income-preservation strategies.
View →Estate Planning Strategies
Leave a legacy that lives on, for your heirs and causes you care about.
View →Lending
Access to sophisticated lending, integrated with your wealth plan.
View →Sports & Entertainment
Specialized guidance built to make sudden wealth last a lifetime.
View →Divorce (CDFA®)
Certified Divorce Financial Analysts® guiding informed decisions.
View →Life Planning
A family approach to wealth aligned with what matters most.
Learn More →Working alongside your trusted professionals
We often work with your existing advisors to ensure total integration and seamless management of your complete financial picture. TSG also maintains relationships with a wide network of Certified Public Accountants, attorneys, and pension plan administrators (TPAs) who can be brought in as needed.
Investment & Retirement Planning
Your investment and retirement plan contains many aspects that should work together to create your overall strategy. TSG focuses on four core areas of the process.
Financial Goals
- Statement of goals, a shared mission
- Investment plan matched to your stage of life
Portfolio Management
- Investment policy
- Manager selection
Tax Planning Strategies1
- Tax-efficient investment strategies
- Tax reduction strategies
- Social Security benefits
Retirement Planning
- 401(k) · 403(b) · 457
- IRA · Roth IRA
Business Advisory
We focus on three crucial verticals that often don't get the day-to-day attention they need.
Mergers & Acquisitions
- Recapitalizations
- Employee Stock Ownership Plans
- Capital solutions
Corporate Retirement Plans
- Profit sharing
- 401(k) · SIMPLE IRA
- Defined-benefit plans
Cash Management
- Deposits & banking services
- Lockbox & receivables control
- Credit card merchant services
Tax Planning Strategies1
We manage your investments in a way that seeks to minimize taxable events, while keeping a proper balance of risk and return as our paramount concern.
How We Help
- Identify tax efficiencies
- Collaborate with your tax professionals
- Tax-loss harvesting
- Charitable giving strategies
- Cost-basis accuracy verification
- Minimize capital gains where possible
TSG is not a CPA practice and does not prepare tax returns; however, we have CPAs on staff and a network of trusted professionals to match you with the right tax expert.
For tax preparation and year-round tax strategy, clients also have access to TSG Tax Management6, a dedicated tax practice.
Learn More
Family Matters
Proper family planning is essential to quality of life. Knowing what expenses lie ahead, and planning for them today, can save headache and stress later.
Education Planning
- 529 plans
- UTMA / UGMA
- Education IRA
Child Living Expenses
- Special needs planning
Parents
- Healthcare
- Assisted living expenses
Insurance & Annuity2
Life can be unpredictable. TSG offers a variety of tailored insurance and risk-management options so you're covered if an unfortunate event occurs.
Life Insurance
- Whole & term
- Universal & variable
Liability Insurance
- Umbrella coverage
Income Preservation
- Fixed & variable annuities
- Disability insurance
- Long-term care
Estate Planning Strategies3
You've worked and sacrificed to build your success and legacy. TSG is committed to helping you leave a legacy that lives on beyond your time, to care for your heirs or give back to those in need.
Strategies
- Estate taxes
- Estate valuation
Trusts
- Living trusts
- Credit shelter
- Corporate trustee
Heirs
- Beneficiary planning
- Annual giving
- Transfer on death
Charitable Giving
- Charitable remainder trusts
- Bequests
Lending4
Through our Wells Fargo affiliates, you have access to a full suite of lending products, integrated with your broader wealth strategy.
Lending Solutions
- Securities-based financing
- Residential mortgages
- Home equity financing
- Business financing
- Credit cards
Relationship Advantages
- Preferred, relationship-based pricing on new mortgages for qualifying Wells Fargo clients
- Expanded credit terms and higher limits at qualifying asset tiers
Sports & Entertainment
The TSG Sports & Entertainment Team delivers solutions for the unique financial challenges of these careers.
Who We Serve
- Athletes, coaches & owners across major sports
- Actors, directors, writers & producers
- Musicians, songwriters & producers
Our Approach
- An advisor who understands your industry
- A personalized strategy built to last a lifetime
Certified Divorce Financial Analysts®5
Divorce investment planning helps both parties make informed decisions about their financial future. Working with a Certified Divorce Financial Analyst® (CDFA®) can save thousands by navigating the complexities of divorce and finances.
A CDFA® Helps You
- Assess retirement accounts
- Evaluate stock options
- Review real estate holdings
- Understand potential tax consequences
The TSG Difference
Every service begins the same way, with a relationship.
Discover
We begin by listening, an unhurried conversation about your goals and future.
Design
Hundreds of hours of research shape a plan built entirely around you.
Implement
Our dedicated investment strategy team puts your plan to work.
Cultivate
We stay close, reviewing, adjusting, and guiding through every season.
Wealth management services, FAQ
Straight answers to the questions we hear most about our services.
TSG offers a complete approach to every aspect of your financial life: investment and retirement planning, business advisory, tax planning strategies, family matters, insurance and annuity, estate planning strategies, lending, sports and entertainment wealth management, and certified divorce financial analysis. Talk with an advisor →
TSG works with individuals and families, business owners and executives, professional athletes and entertainers, and clients navigating major life transitions such as divorce or the sale of a business, building a personalized strategy around each client's goals.
TSG provides its wealth advisory services through Wells Fargo Advisors Financial Network (WFAFN), Member SIPC. Clients receive the personal attention of an independent team backed by the resources of one of the world's largest financial institutions.
Yes. TSG provides tax planning strategies designed to minimize taxable events and estate planning strategies to help preserve and transfer your wealth. TSG is not a CPA practice or law firm, so we collaborate with your tax professionals and estate attorneys, or connect you with trusted ones. Explore estate planning strategies →
Yes. Investment and retirement planning is a core focus. TSG helps coordinate 401(k), 403(b), and 457 plans, Traditional and Roth IRAs, and rollover strategies as part of your overall retirement plan. See investment & retirement planning →
Yes. TSG often works alongside your existing advisors to ensure total integration and seamless management of your complete financial picture, and maintains a network of CPAs, attorneys, and pension plan administrators who can be brought in as needed.
Through Wells Fargo affiliates, TSG clients have access to securities-based financing, residential mortgages, home equity financing, business financing, and credit cards, coordinated with your broader wealth strategy. See lending options →
The TSG Sports & Entertainment Team serves professional athletes, coaches, and owners across major sports; actors, directors, writers, and producers in film, television, and theater; and musicians, songwriters, and producers across all genres. Learn more →
A Certified Divorce Financial Analyst® (CDFA®) helps clients make informed financial decisions before and during a divorce, assessing retirement accounts, stock options, and real estate holdings, and understanding their potential tax consequences. About CDFA® services →
TSG has 28 offices across the United States, including Long Beach, Irvine, Beverly Hills, San Francisco, Las Vegas, Denver, Scottsdale, Santa Fe, and Bellevue. Advisors regularly work with clients by phone and video, so you can work with TSG from anywhere in the U.S. Find an office →
Getting started follows a four-step journey: Discover (an introductory conversation about your goals), Design (a customized plan), Implement (putting the strategy to work), and Cultivate (ongoing guidance and review). Start the conversation →
Let's build your strategy together
Whatever your goals, TSG coordinates every service around a single principle, your interests above all.
Start the Conversation →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 & Company and are underwritten by unaffiliated insurance companies.
3 Trust Services are offered through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A. 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.
5 The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
6 TSG Tax Management is a separate entity from Wells Fargo Advisors Financial Network and TSG Wealth Management. Tax preparation and related services are provided by TSG Tax Management. Wells Fargo Advisors Financial Network and TSG Wealth Management are not tax or legal advisors.
Bank products and services available through Wells Fargo Bank, N.A. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.