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TSG Wealth Management continues its thoughtful growth in Southern California by welcoming accomplished Managing Director Nick Sondgeroth, CFP® and his Channel View Wealth Advisors of TSG Wealth Management team. The team will occupy a new Westlake Village location for TSG located at 2829 Townsgate Road,...
At TSG Wealth Management, recognizing excellence goes hand in hand with giving back. Each quarter, the Employee of the Quarter program honors team members who not only demonstrate exceptional performance and leadership but also embody the practice’s commitment to service and community impact. Honorees have...
TSG Partner Allen Schreiber was recently featured in WealthManagement.com’s article, “Advisors Say New NIL Rules Create Opportunity, Challenges With Athlete Clients.” The piece recaps a panel discussion from RIA Edge Los Angeles, where Allen joined fellow advisors to discuss the financial complexities surrounding new NIL...
AdvisorHub recently highlighted TSG Wealth Management and Partner Allen Schreiber in the article, “The formula for independence without sacrificing support: How One Practice Unlocked Their Potential with Wells Fargo Advisors Financial Network.” The feature explores how TSG’s move to Wells Fargo Advisors Financial Network (FiNet)...
TSG Wealth Management is proud to announce that William (Bill) Boggs, CFP®, CEPA, has joined the practice as the newest Managing Director. With over two decades of experience as a wealth planner, Bill brings a disciplined approach and a passion for educating clients to take...
TSG is pleased to announce that Partner Allen Schreiber, MBA, has once again been recognized on AdvisorHub’s 2025 Advisors to Watch 150 Advisors over $1Bil list—this year ranking #15 nationally. The list is part of AdvisorHub’s broader “1,000 Advisors to Watch,” a list of 1,000...
LA JOLLA, CA – TSG is proud to announce that Gregg Shallan, CFP®, ChFC®, CEPA®, MBA, a Managing Director at La Jolla Wealth Partners of TSG Wealth Management, has been named to the 2025 Forbes Best-In-State Wealth Advisors list. Shallan earned a top spot in...
TSG Wealth Management is proud to announce that Managing Partner Mark Schulten and Partner Allen Schreiber have been named to the 2025 Wells Fargo Advisors Financial Network Platinum Council at the Diamond level. This elite distinction ranks them among the top 10 advisors based in...
Beverly Hills, CA - TSG proudly announces that Robert Sackler, Managing Director and founding member of The Sackler Group of TSG Wealth Management, has been named to the 2025 Forbes Best-In-State Wealth Advisors list, ranking among the top advisors in the California – Los Angeles...
SCOTTSDALE, AZ – TSG is happy to announce that Justin Breece, Managing Director of Breece Private Wealth Management of TSG Wealth Management, has been named to the 2025 Forbes Best-In-State Wealth Advisors list, ranking among the top advisors in Arizona. This recognition by Forbes is a...
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