FINRA’s BrokerCheck to obtain more information about our firm and its financial professionals.
TSG Wealth Management is proud to announce that its Legacy Team has been named the #1 Wealth Management Team in Nevada on the 2025 Forbes Best-In-State Wealth Management Teams list. This prestigious recognition highlights the team’s unwavering dedication to providing high-net-worth clients with personalized financial...
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...
Manhattan Beach, CA — TSG Wealth Management is proud to welcome Jason Cole as the newest Managing Director at our Manhattan Beach office. With over 33 years of experience as an Financial Advisor, Jason has built a distinguished career helping clients navigate complex financial landscapes...
TSG is proud to recognize Ingrid Robertson as the latest Employee of the Quarter. As a Client Associate for Garcia, Barnblatt, Foster of TSG Wealth Management, Ingrid has consistently demonstrated professionalism, dedication, and an unwavering commitment to supporting clients and her team. Ingrid’s journey with TSG...
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...
TSG's Legacy Team Earns Recognition as Forbes Top Wealth Management Teams for High Net Worth 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...
Charting New Paths: Daniel Fillinger Joins TSG Wealth Management - Manhattan Beach MANHATTAN BEACH - We are thrilled to welcome Daniel Fillinger, CFP®, to the TSG Wealth Management - Manhattan Beach as our newest Managing Director. With two decades of experience in financial services, Dan brings...
We are thrilled to announce that TSG Wealth Management Partner, Allen Schreiber, MBA, has been recognized as one of AdvisorHub's 2024 1,000 Advisors to Watch. Notably, Allen has achieved an impressive #4 ranking on the Top 150 Advisors to Watch – Over $1 Billion list....
SAN FRANCISCO & WALNUT CREEK, CA – TSG Wealth Management is excited to announce an expansion in the Bay Area with the addition of two new Managing Directors to the team, Michael Peters and Ken Wise. Michael J. Peters, CPWA®, along with Registered Client Associate...
LA JOLLA, CA – TSG Wealth Management is thrilled to announce their strategic partnership with La Jolla Wealth Partners (LJWP), marking a significant step towards enhancing client services and expanding their reach within the financial advisory landscape. La Jolla Wealth Partners, led by Managing Directors Gregg...
PLEASE NOTE: By clicking on this link, you will leave the TSG Wealth Management Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with TSG Wealth Management or Wells Fargo Advisors Financial Network. The information and opinions found on this web site have not been verified, nor do TSG Wealth Management or Wells Fargo Advisors Financial Network make any representations as to its accuracy and completeness. By linking to this web site, please note TSG Wealth Management nor Wells Fargo Advisors Financial Network are endorsing this third-party’s products and services, or its privacy and security policies, which may differ from TSG Wealth Management and Wells Fargo Advisors Financial Network. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this web site.