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At The Veritas Group of TSG Wealth Management, we specialize in delivering comprehensive financial services and strategies tailored to the unique needs of individuals, families, corporations, endowments, and foundations. Our approach is built on a foundation of deep expertise and personalized attention, ensuring that we meet and exceed our clients’ expectations.
By developing a comprehensive understanding of our clients’ financial objectives, we can align our team’s capabilities and offerings to meet both current needs and future aspirations. Our strength lies in our ability to match clients with tailored services and strategies that enable them to navigate their complex financial requirements effectively. We offer a diverse range of solutions designed to address every aspect of our clients’ financial lives.
San Luis Obispo
1319 Marsh Street, Suite 100
San Luis Obispo, CA 93401
805.707.2993
Scottsdale
15169 N Scottsdale Rd., Suite 340
Scottsdale, AZ 85254
480.870.0400
FINRA’s BrokerCheck to obtain more information about our firm and its financial professionals.