22 Nov Welcome The Sackler Group, TSG Beverly Hills’ Newest Addition
BEVERLY HILLS, CA – TSG Wealth Management is excited to announce The Sackler Group has joined as the newest addition to the TSG Beverly Hills family. The Sackler Group represents the largest expansion of the Beverly Hills office since its’ opening in 2019. Founder of The Sackler Group, Robert Sackler, is joined by his partner and fellow Managing Director, Alex Tanious, CFA, CAIA and their Senior Client Relationship Manager, Emily Piper. The TSG Beverly Hills office recently moved into a larger suite to accomodate the expansion and the addition of The Sackler Group will give TSG a strategic advantage in the Beverly Hills market.
The new Beverly Hills office is a testament to the growth and focus at TSG towards serving our client’s needs first. “You do the right thing for the client every time,” said Founder, Warren Schulten. “When you do that everything else will fall into place.” Those guiding words of wisdom have served TSG well for nearly 60 years and is represented in TSG ability to expand and attract new teams. The Sackler Group is the latest addition to this cause and their partnership will allow TSG to further its’ mission of helping clients with their financial needs and goals.
“Our team has always had a similar ‘clients first’ culture,” says Managing Director, Robert Sackler. “When we considered making the move we examined all of the possible scenarios that were available and TSG quickly rose to the top. Not only do we feel TSG Wealth Management is one of the most successful independent firms in the country, but they understood our needs and aligned with our values.”
Beverly Hills is one of the most exclusive markets in the United States. The TSG Beverly Hills office is in a prime location to allow clients easy and convenient service. They can even take a moment to dine or shop the famous Rodeo Drive before or after visiting.
TSG’s “clients first” mindset was a natural fit for Robert and his team at The Sackler Group. They are committed to delivering world class service and they pride themselves on providing personalized advice that fits your specific needs. By partnering with a world-class financial institution in TSG and the Wells Fargo Advisors Financial Network (WFAFN) platform they hope to expand their ability to provide key financial infrastructure and help improve upon their current and future client’s financial situations.
“The Sackler Group is a wonderful addition to our Beverly Hills team,” says Managing Partner, Mark Schulten. “Beverly Hills represents an epicenter of financial opportunity on the West Coast. We wanted to find the perfect partner to help us expand our presence in the region. Robert and his team are an exceptional fit with our culture and by joining forces have given us the opportunity to expand our operation. We are very excited to welcome them to the TSG family.”
Everyone on the TSG Wealth Management team is thrilled to welcome The Sackler Group and we look forward to supporting their efforts in providing the best financial guidance for their clients.
“We believe joining TSG Wealth Management provides us with an opportunity to do even more for our clients,” says Managing Director, Alex Tanious. “When considering the next evolution of our business, we recognized that partnering with TSG would provide us with more tools and even greater flexibility to serve our clients needs.”
As one of the largest teams in WFAFN, TSG Wealth Management is pleased to add quality partners and we are beyond excited to add The Sackler Group to our organization. Our leadership team is confident that this new office and team will be an asset in our pursuit of building what we feel is one of the leading wealth management organizations in the country.
“Robert, Alex and Emily of The Sackler Group are wonderful examples of how TSG can expand our service and add quality partners to our team,” says Partner, Allen Schreiber. “By leveraging our platform to better serve their clients, Robert and his team will continue TSG’s nearly 60 years of putting clients first. Finding teams like The Sackler Group to add to TSG gives us motivation to reach more advisors and help even more people. We feel this move is win-win-win for TSG, The Sackler Group and most importantly our clients.”
We are honored to have The Sackler Group join us and we look forward to future success for our clients moving forward. Visit the TSG Wealth Management homepage to learn more about our approach to wealth management or click here to dive deeper into our services.
If you’re an advisor or client associate looking for a new place to call home, learn more on our Join the Team page.