Jun 30, 2026 More Than Just Advisors — Meet La Jolla Wealth Partners of TSG Wealth Management
From helping retirees maximize income to guiding young investors just getting started, the advisors at La Jolla Wealth Partners of TSG Wealth Management are united by one goal: building investment plans tailored to what matters most to each client and their family. In this video, the...
Jun 03, 2026 Gregg Shallan Earns Fourth Consecutive Nod on Forbes Best-In-State Wealth Advisors List
TSG is proud to announce that Gregg Shallan, CFP®, ChFC®, CEPA®, MBA, Managing Director at La Jolla Wealth Partners of TSG Wealth Management, has been named to the 2026 Forbes Best-In-State Wealth Advisors list for California - Southern CA (High Net Worth). This marks the...
Mar 10, 2026 La Jolla Wealth Partners Named on Forbes’ 2026 Best-In-State Wealth Management Teams – A Mark of Enduring Excellence
TSG is excited to celebrate La Jolla Wealth Partners as they earned a distinguished place on the Forbes Best-In-State Wealth Management Teams list for 2026, ranking #33 in Southern California. This latest accolade underscores the team's exceptional skill in delivering tailored, high-touch wealth strategies amid...
Oct 15, 2025 From Navy Pilot to Wealth Planner: Bill Boggs Joins TSG Wealth Management
TSG Wealth Management is proud to announce that William (Bill) Boggs, CFP®, CEPA, has joined the practice as the newest Managing Director. With over two decades of experience as a wealth planner, Bill brings a disciplined approach and a passion for educating clients to take...