Jan 28, 2025 TSG Kickoff: Reflecting on 2024 and Looking Ahead to 2025
TSG Kickoff: Reflecting on 2024 and Looking Ahead to 2025 At TSG Wealth Management, 2024 was a year of unparalleled growth and accomplishment. Together, we reached new heights, delivering exceptional results for our clients and fostering stronger relationships across the board. As we celebrate our achievements...
Nov 21, 2024 TSG’s Legacy Team Earns Recognition as Forbes Top Wealth Management Teams for High Net Worth
TSG's Legacy Team Earns Recognition as Forbes Top Wealth Management Teams for High Net Worth TSG Wealth Management's legacy team, consisting of Mark Schulten, Managing Partner, Allen Schreiber, Partner, John Szymura, Senior Vice President, Lori Zorn, First Vice President, and Merlin Micken, First Vice President, has...
Oct 07, 2024 Charting New Paths: Daniel Fillinger Joins TSG Wealth Management – Manhattan Beach
Charting New Paths: Daniel Fillinger Joins TSG Wealth Management - Manhattan Beach MANHATTAN BEACH - We are thrilled to welcome Daniel Fillinger, CFP®, to the TSG Wealth Management - Manhattan Beach as our newest Managing Director. With two decades of experience in financial services, Dan brings...
Jul 10, 2024 Allen Schreiber Ranks #4 on AdvisorHub’s 2024 1,000 Advisors to Watch
We are thrilled to announce that TSG Wealth Management Partner, Allen Schreiber, MBA, has been recognized as one of AdvisorHub's 2024 1,000 Advisors to Watch. Notably, Allen has achieved an impressive #4 ranking on the Top 150 Advisors to Watch – Over $1 Billion list....
Jun 10, 2024 TSG Expands Bay Area Presence, Welcomes Managing Directors Ken Wise and Michael Peters
SAN FRANCISCO & WALNUT CREEK, CA – TSG Wealth Management is excited to announce an expansion in the Bay Area with the addition of two new Managing Directors to the team, Michael Peters and Ken Wise. Michael J. Peters, CPWA®, along with Registered Client Associate...
Jun 07, 2024 La Jolla Wealth Partners Joins Forces with TSG Wealth Management
LA JOLLA, CA – TSG Wealth Management is thrilled to announce their strategic partnership with La Jolla Wealth Partners (LJWP), marking a significant step towards enhancing client services and expanding their reach within the financial advisory landscape. La Jolla Wealth Partners, led by Managing Directors Gregg...
May 29, 2024 TSG and Mark Schulten Garner Top Recognition by Forbes in 2024
TSG Wealth Management has proudly been recognized by Forbes in 2024 as a leader in the wealth management industry. Amongst the prestigious honors, TSG Wealth Management secured a spot on the 2024 Forbes Best-In-State Wealth Management Teams list, ranking #21. Additionally, TSG’s dynamic Managing Partner,...