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The transformation of independent advisor firms into financial powerhouses is evident in Steve Garmhausen's recent Barron's article entitled, Independent Advisor Firms Are Hitting Their Stride. We, at TSG Wealth Management, recognize and appreciate this evolution as it aligns with our commitment to providing top-notch financial services...
TSG Wealth Management is proud to announce we were recently recognized by Barron's and Forbes for outstanding achievement within the financial industry. TSG Wealth Management has been named to the 2023 Barron’s Top 100 Private Wealth Management Teams, ranking #35 in the nation, while TSG's...
Barron’s has released their 2022 Top 1200 Financial Advisors* rankings and TSG Wealth Management Managing Partner, Mark Schulten, has ranked #8 in California! “This award is made possible by our amazing team and that is dedicated to working together on behalf of our wonderful clients,” says...
Barron's has released their 2021 Top 100 Financial Advisors* rankings and TSG Wealth Management Managing Partner, Mark Schulten, has ranked #6 in the Nation! "While my name is the one on the ranking, I believe this is a total team effort," says Schulten. "If it weren't...