FINRA’s BrokerCheck to obtain more information about our firm and its financial professionals.
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 a wealth of expertise and a dedication to helping individuals achieve...
Meet Ken Peters, Managing Director at TSG Wealth Management - Sacramento, as he shares his journey and experiences in our "Meet TSG" series. With over 30 years in the financial industry, Ken discusses the importance of independence, the supportive environment at TSG, and his dedication...
Meet Steve Masoner, a Managing Director in TSG Wealth Management's Long Beach office, in our latest installment of the Meet TSG video series. Steve shares his dedication to improving the lives of his clients and staff, highlighting his extensive experience and personal approach to wealth...
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...
TSG Wealth Management has proudly been recognized by Forbes in 2024 as a leader in the wealth management industry. Amongst the prestigious honors, TSG Wealth Management secured a spot on the 2024 Forbes Best-In-State Wealth Management Teams list, ranking #21. Additionally, TSG’s dynamic Managing Partner,...
Robert Sackler, Founder of The Sackler Group at TSG Wealth Management, continues to shine in the financial industry, once again securing a spot on the highly esteemed Forbes Best-In-State list for California. In the 2024 rankings, Sackler proudly claims the #51 position, reaffirming his consistent...
TSG Wealth Management is pleased to welcome and announce the addition of The Veritas Group to the team. The new team will largely be based at the new San Luis Obispo office at 1319 Marsh Street, Suite 100, San Luis Obispo, CA 93401, while Managing...
TSG Wealth Management is pleased to welcome Joshua LeBlanc as the newest Managing Director in our Scottsdale office. Joshua brings a wealth of expertise and a distinguished background, making him a wonderful addition to our financial team. Mark Schulten, Managing Partner at TSG, expressed confidence in...
We are delighted to announce the appointment of Beth Kirkland as the new Director of Branches at TSG Wealth Management. Beth brings over two decades of invaluable experience to her role, making her a seasoned professional in the financial industry. Mark Schulten, Managing Partner at TSG,...
Meet Darlin Rivera, a vital part of the TSG Wealth Management team based in the Visalia office. As a Senior Registered Client Associate, Darlin serves as a primary contact for clients, addressing various financial service needs and doing so with a personal touch. Since joining TSG,...
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.