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TSG is proud to announce that Gregg Shallan, CFP®, ChFC®, CEPA®, MBA, Managing Director at La Jolla Wealth Partners of TSG Wealth Management, has been named to the 2026 Forbes Best-In-State Wealth Advisors list for California - Southern CA (High Net Worth). This marks the...
TSG Wealth Management is proud to announce the opening of its Bellevue, Washington office, welcoming Managing Directors Margaret “Marhe” Youch, CAP®, APMA™, and Robert Youch, APMA™, to the TSG family. TSG’s first office in Washington state, the Bellevue location marks a meaningful milestone for TSG...
TSG is pleased to welcome Jason Kariuki as the newest Managing Director in its Denver office. With a client-first philosophy shaped by personal experience and a genuine passion for helping others, Jason brings a thoughtful and collaborative approach to wealth management. Jason’s introduction to the financial...
TSG is pleased to share that Allen Schreiber, Partner, has earned the #15 ranking in California – Los Angeles (Private Wealth) on the 2026 Forbes Best-In-State Wealth Advisors list. This recognition represents his fourth consecutive year (2023, 2024, 2025, & 2026) on the list, underscoring...
TSG Wealth Management proudly welcomes Steven L. Sakata as its newest Managing Director, operating as SL Sakata of TSG Wealth Management. A second-generation advisor with nearly three decades of experience, Steve brings a deep-rooted family legacy and a passion for personalized, multigenerational wealth management to the...
TSG is excited to announce a major expansion into the Mile High City with the full integration of Virtuent of TSG Wealth Management. The move establishes a dedicated office in Denver, a satellite office in Colorado Springs, and combines TSG’s national platform and resources with...
TSG Wealth Management continues its thoughtful growth with the addition of Managing Director Toril McGuigan, CEPA, and Senior Client Associate Cynthia Stursberg, establishing the practice’s newest office in Breckenridge, Colorado. The new location marks an important milestone in TSG’s ongoing expansion and commitment to serving...
In the high-stakes world of professional sports, where multimillion-dollar contracts can turn young athletes into instant millionaires, the influx of wealth often brings an entourage of well-meaning—but sometimes boundary-testing—friends, family, and advisors. Sudden success can strain relationships, expose financial vulnerabilities, and lead to impulsive decisions...
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...
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