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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,...
Meet Brock Wilson, Vice President and Director of the Sports and Entertainment Team at TSG Wealth Management's Las Vegas office. His path to finance is as unique as it is inspiring. Before delving into the financial world, Brock served in Iraq, where he worked alongside...
The transformation of independent advisor firms into financial powerhouses is evident in Steve Garmhausen's recent Barron's article entitled, Independent Advisor Firms Are Hitting Their Stride. We, at TSG Wealth Management, recognize and appreciate this evolution as it aligns with our commitment to providing top-notch financial services...
Meet Blake Rivera, Vice President at TSG Wealth Management's Irvine office. Blake's journey in the financial industry began in 2019, and he has since become a valuable asset to our team. He's passionate about helping clients achieve their financial goals, whether it's planning for retirement,...
Welcome to another episode of Meet TSG! In this installment, we're thrilled to introduce you to Tyler Chernack, Vice President based in the TSG Wealth Management - Long Beach office. Tyler peels back the curtain to give you a behind the scenes look at TSG...
Lisa Petrie, Managing Director for The Petrie Group of TSG Wealth Management, has recently been honored with two prestigious awards by Forbes for her outstanding achievements in the wealth management industry. Lisa has been recognized as the 2023 Forbes' #12 Best-In-State Wealth Advisor and #2 Top...
SACRAMENTO, CA – TSG Wealth Management is excited to welcome our newest Managing Director, Norma Andrade Casanova! Norma has spent over 21 years in the financial industry and specializes in asset management, estate planning strategies, and retirement planning, with families and corporate executives whose needs are...