23 May Mark Schulten of TSG Wealth Management Receives Top Industry Honors from Barron’s and Forbes

Posted at 12:42h in Financial News by TSG Wealth Management

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 Recognized on Forbes Best-In-State List for California

12 May Robert Sackler Recognized by Forbes Best-In-State List Ranking #33 California

Posted at 09:58h in Financial News by TSG Wealth Management

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...

09 May Lisa Petrie: A Trailblazer In Women’s Wealth Management Recognized By Forbes For Her Excellence

Posted at 12:00h in Financial News, Petrie by TSG Wealth Management

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...

Best-In-State Wealth Advisor Tag

23 May Mark Schulten of TSG Wealth Management Receives Top Industry Honors from Barron’s and Forbes

12 May Robert Sackler Recognized by Forbes Best-In-State List Ranking #33 California

09 May Lisa Petrie: A Trailblazer In Women’s Wealth Management Recognized By Forbes For Her Excellence

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