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Mark Schulten, Managing Partner of TSG Wealth Management, has been honored with prestigious awards from Barron's and Forbes for his outstanding achievements in the industry. Mark's experience, expertise and dedication to providing "clients first" service have been acknowledged on a national and state level, we...
Robert Sackler, Managing Director of The Sackler Group at TSG Wealth Management, has been named to the prestigious Forbes Best-In-State list for California, ranking #33. In addition to 2023, Robert has also been a part of this list in 2018 (#69), 2021 (#26) and 2022...
Lisa Petrie, Managing Director for The Petrie Group of TSG Wealth Management, has recently been honored with two prestigious awards by Forbes for her outstanding achievements in the wealth management industry. Lisa has been recognized as the 2023 Forbes' #12 Best-In-State Wealth Advisor and #2 Top...