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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 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 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...
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...
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