The Veritas Group Joins TSG Wealth Management, Expanding TSG's San Luis Obispo and Scottsdale Presence

The Veritas Group Joins TSG Wealth Management, Expanding TSG’s San Luis Obispo and Scottsdale Presence

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 Director, Chris Corona will be based in our Scottsdale office.

The Veritas Group is comprised of Managing Directors Chris Corona and Jeffrey Oetman, Vice President Rob Nagle, and Senior Registered Client Associate Michelle Casper. Their collective expertise and dedication to client service make them a perfect fit and valuable addition to the TSG Wealth Management family.

“We are thrilled to welcome The Veritas Group to TSG Wealth Management, ” expressed Mark Schulten, Managing Partner. “Their professionalism and commitment to excellence align perfectly with TSG’s values. We are excited about expanding our footprint in the San Luis Obispo area and believe that The Veritas Group will contribute significantly to our ability to serve clients at the highest level.”

Chris Corona, Managing Director of The Veritas Group, spoke about the opportunities ahead and the benefits of operating across multiple offices. “Joining TSG presents a great opportunity for The Veritas Group to continue serving our clients with excellence. We are proud to be members of the TSG team and are excited about the possibilities that come with having multiple offices. This expansion allows us to operate efficiently and serve our clients even better.”

TSG Wealth Management is known for its dedication to quality and a disciplined approach to wealth management and investments. The firm’s founding principle is to put clients’ interests above all, with a commitment to consistently exceed expectations.

Allen Schreiber, Partner at TSG, welcomed The Veritas Group and highlighted their importance to the TSG team. “We are delighted to welcome The Veritas Group to TSG Wealth Management. Their addition underscores our commitment to providing exceptional service and expertise to our clients. We believe that The Veritas Group will be a great asset to our team and the TSG platform. We are looking forward to working together to achieve our goals and put our clients first.”

TSG takes pride in building lasting relationships with clients and their families, striving to better understand their needs today and in the future. TSG Wealth Management looks forward to a future of continued growth and success with The Veritas Group as part of the team.

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.