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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 Wealth Management is proud to recognize Gavin Moeller, Trading Associate, as our Employee of the Quarter (EOTQ). Gavin has quickly become an essential part of the TSG trading team, known for his dedication, strategic mindset, and collaborative approach. His journey into finance began with a...
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 excited to welcome Bruce Kajiwara, CPA/PFS, CFP®, AIF®, as the newest Managing Director in our growing Roseville office. With a career spanning more than four decades, Bruce brings a deep foundation in wealth planning, accounting, and client-focused service. Joining him are...
TSG Wealth Management is proud to announce the appointment of Brock Wilson as President of the TSG Sports & Entertainment Group, a dedicated division focused on serving the unique financial needs of professional athletes, entertainers, and industry executives. With over three decades of experience in wealth...
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...
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 is proud to announce that La Jolla Wealth Partners has been named to the Forbes Best-In-State Wealth Management Teams list, ranking #28 in Southern California for 2025. This prestigious recognition highlights the team’s unwavering commitment to delivering sophisticated financial strategies and personalized...
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 The Petrie Group has been ranked #15 in Nevada on the 2025 Forbes Best-In-State Wealth Management Teams list. This recognition highlights the team’s commitment to delivering highly personalized wealth management services and long-term investment solutions tailored to...
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