Jun 25, 2026 Mile High Honor: T.H. Williams Named to Forbes’ 2026 Best-In-State Wealth Advisors List

TSG Wealth Management is proud to announce that T.H. Williams, PhD, CFP®, Managing Director at Virtuent of TSG Wealth Management, has been named to the 2026 Forbes Best-In-State Wealth Advisors list. The recognition arrives just months after Virtuent joined TSG, capping a milestone year for the Denver-based team and affirming the caliber of advisor now representing TSG in one of the West’s fastest-growing wealth corridors.

The Forbes Best-In-State Wealth Advisors list, developed in partnership with SHOOK Research, evaluates advisors based on a range of qualitative and quantitative factors including industry experience, compliance history, client retention, and best practices. Investment performance is not a criterion. The 2026 list covers data from the period of June 30, 2024, through June 30, 2025.

“This recognition reflects the trust our clients place in us and the discipline our entire team brings to every relationship,” said T.H. “I’ve always believed that the best financial guidance is objective, timely, and rooted in a deep understanding of each client’s full picture. To be recognized for that work is humbling, and it belongs to the whole team.”

T.H. brings a rare depth of academic and practical expertise to his practice. After launching his career as an entrepreneur, he transitioned into finance and consultancy, ultimately earning an MBA, an MS in Finance, and a PhD in Business and Finance with research focused on asset class correlations and digital assets. That scholarly rigor informs a holistic approach to wealth management that spans asset and liability strategies, risk management, and access to private banking, trust, estate, and fiduciary services for affluent families, institutions, and business owners.

The recognition is also a milestone for Virtuent as a whole. The team was named to the 2026 Forbes Best-In-State Wealth Management Teams list earlier in the year, and T.H.’s individual honor reinforces the strength of a practice that brings more than 105 years of combined experience to its clients across Colorado.

“T.H. embodies exactly what we look for in an advisor — intellectual rigor, genuine care for clients, and an unwavering commitment to doing right by the families he serves,” said Mark Schulten, Managing Partner at TSG Wealth Management. “His recognition by Forbes, so soon after Virtuent joined TSG, speaks volumes about the quality of this team and the standard they hold themselves to every day.”

That standard is something the Virtuent team has built together over many years, anchored in a disciplined, relationship-driven philosophy designed to turn uncertainty into clarity for the clients they serve. It is a culture of collaboration that made the team a natural fit when it joined TSG earlier this year.

“T.H. has always set the bar high, both for himself and for those around him,” said Mick Pepper, Managing Director and Senior PIM® Portfolio Manager at Virtuent of TSG Wealth Management. “What makes this recognition meaningful is that it reflects the way he shows up for clients every single day — thoughtful, prepared, and genuinely invested in their success. It’s well earned.”

Virtuent’s clients benefit from a comprehensive platform that spans investment planning, retirement strategies, estate and legacy planning, business advisory, and tailored lending solutions — all delivered with the personalized attention that has defined the practice since its founding. T.H.’s leadership has been central to building that client-first model in the Denver and Colorado Springs markets.

That client-first model is at the core of everything Virtuent does. The team has built its reputation on integrity and a genuine dedication to clients’ long-term goals, and T.H.’s recognition on a national stage is a reflection of the culture the entire practice has worked to build. It is precisely that culture that made Virtuent such a natural addition to TSG.

As TSG continues to expand its footprint across the West, advisors like T.H. play a defining role in upholding the standards that have earned the organization its reputation. The Denver expansion represents one of TSG’s most significant moves into a dynamic wealth market, and this Forbes recognition signals the strength of that bet.

“T.H.’s recognition deepens our confidence in the Virtuent team and the future we’re building together in Colorado,” said Allen Schreiber, Partner at TSG Wealth Management. “He represents the very best of what TSG stands for — disciplined, client-focused advice delivered with genuine care. We couldn’t be prouder to have him representing us in the Mile High City.”

For T.H. and the Virtuent team, the honor is not a finish line but a reflection of a philosophy they intend to carry forward: staying fully invested in their clients’ success through every market cycle and life transition, with the same focus and care that earned the recognition in the first place.

“This is a proud moment for T.H., for Virtuent, and for all of TSG,” said Brian Borst, CEO of TSG Wealth Management. “When we welcomed Virtuent into the TSG family, we knew we were partnering with a team of exceptional caliber. T.H.’s recognition by Forbes is proof of that, and it’s exactly the kind of excellence we set out to build together in Colorado.”

To learn more about T.H. Williams and Virtuent of TSG Wealth Management, visit tsgwm.com/virtuent.

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2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24 – 6/30/25 (Source: Forbes.com). See full disclosure.

2026 Forbes Best-In-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com). See full disclosure.

High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.