The Sackler Group of TSG Wealth Management provides financial services and strategies for individuals, families, corporations, endowments, and foundations. In-depth knowledge combined with an intimate, attentive framework allows us to be highly focused on our client's needs. We have structured our team with two goals in mind:
- To provide the particular skills, knowledge, and services that high-net-worth clients need for wealth creators, their family members and successive generations.
- To inherently recognize that the needs and desires of high-net-worth clients are distinctive, requiring the upmost professionalism, discretion, and focus with dedication to excellent service.
Gaining a thorough understanding of our clients allows us to align our team's capabilities and offerings with our client's current and future financial needs. We feel we excel in matching clients with the services and strategies that allow them to accomplish their complex financial requests and we provide a range of offerings to address the many facets of a client's financial life.
The Sackler Group
Nearly 60 years of combined team experience!
Awards & Accolades
FORBES
BEST-IN-STATE
2021-2024
Robert Sackler
PLATINUM COUNCIL
WELLS FARGO ADVISORS FINANCIAL NETWORK
2012-2023
Robert Sackler
*2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Private Wealth designates advisors whose account sizes are typically $10mm and above, though may have accounts with lower amounts.
*The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.