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MANHATTAN BEACH, CA – TSG Wealth Management is proud to announce that Jason Cole, a Managing Director in the Manhattan Beach office, has been recognized on the 2025 Forbes Best-In-State Wealth Advisors list, ranking #86 in the California – Los Angeles (High Net Worth) category. With...
TSG Wealth Management is proud to announce its inclusion in Barron's 2025 Top 250 Private Wealth Management Teams, achieving a notable #12 national ranking. This marks the second consecutive year TSG has earned a place on Barron’s Top 250 Private Wealth Management Teams list —...
TSG is proud to announce the opening of a new office in Pasadena, California, expanding the practice's presence across Southern California. The new location will be led by Vincent Law, Managing Director, who brings over two decades of industry expertise and a strong track record...
TSG Wealth Management is excited to welcome Bruce Kajiwara, CPA/PFS, CFP®, AIF®, as the newest Managing Director in our growing Roseville office. With a career spanning more than four decades, Bruce brings a deep foundation in wealth planning, accounting, and client-focused service. Joining him are...
TSG Wealth Management is proud to announce the appointment of Brock Wilson as President of the TSG Sports & Entertainment Group, a dedicated division focused on serving the unique financial needs of professional athletes, entertainers, and industry executives. With over three decades of experience in wealth...
TSG Wealth Management is proud to announce that Allen Schreiber, MBA, Partner at TSG, has been named to the 2025 Barron’s Top 1,200 Financial Advisors list. This annual ranking recognizes the most accomplished financial advisors across the United States, based on assets under management, revenue...
TSG Wealth Management is pleased to announce that Alex C. Trejo, CFP®, has joined the practice as the newest Managing Director in the Manhattan Beach office. With over 34 years of experience in comprehensive wealth planning, Alex brings a depth of knowledge and dedication to...
TSG Wealth Management is proud to announce that its Legacy Team has been named the #1 Wealth Management Team in Nevada on the 2025 Forbes Best-In-State Wealth Management Teams list. This prestigious recognition highlights the team’s unwavering dedication to providing high-net-worth clients with personalized financial...
TSG Wealth Management is excited to announce that Alastair Patterson, CFP®, CPWA, has joined the Walnut Creek office as a Managing Director. Alastair brings with him a wealth of experience and a steadfast commitment to helping clients make informed and strategic financial decisions. With a career...
Manhattan Beach, CA — TSG Wealth Management is proud to welcome Jason Cole as the newest Managing Director at our Manhattan Beach office. With over 33 years of experience as an Financial Advisor, Jason has built a distinguished career helping clients navigate complex financial landscapes...
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