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TSG proudly announces that its Legacy Team has been ranked #1 in Nevada on the 2026 Best-in-State Wealth Management Teams list published by Forbes. The recognition helps highlights the team’s continued excellence in delivering trusted, high-touch guidance to individuals and families seeking enduring financial confidence....
LA JOLLA, CA – TSG is proud to announce that Gregg Shallan, CFP®, ChFC®, CEPA®, MBA, a Managing Director at La Jolla Wealth Partners of TSG Wealth Management, has been named to the 2025 Forbes Best-In-State Wealth Advisors list. Shallan earned a top spot in...
SCOTTSDALE, AZ – TSG is happy to announce that Justin Breece, Managing Director of Breece Private Wealth Management of TSG Wealth Management, has been named to the 2025 Forbes Best-In-State Wealth Advisors list, ranking among the top advisors in Arizona. This recognition by Forbes is a...
IRVINE, CA – TSG is excited to announce that Allen Schreiber, Partner, has been ranked #15 in California – Los Angeles (High Net Worth) on the 2025 Forbes Best-In-State Wealth Advisors list. This marks the third consecutive year (2023, 2024 and 2025) that Allen has...
TSG is thrilled to announce that Mark Schulten, Managing Partner, has been ranked #3 on the 2025 Forbes Best-In-State Wealth Advisors list. This is Mark's 8th appearance on the list, making it every year since the list began in 2018. With over four decades of experience...
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...
INCLINE VILLAGE, NV — TSG Wealth Management proudly congratulates Lisa Petrie, Managing Director of The Petrie Group, for her exceptional accomplishment of being named the #1 Top Woman Wealth Advisor Best-In-State (2025) in Nevada and securing the #88 spot nationwide on the America's Top Women...
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 earned a coveted spot on the 2024 Forbes Top Wealth Management Teams for High...
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