12 Aug TSG Welcomes Newest Managing Director, Tim Healy
LONG BEACH, CA – TSG Wealth Management is excited to announce that Tim Healy has joined TSG Wealth Management – Long Beach as its’ newest Managing Director. Tim, who has been registered in the finance industry since 1984, is making a final move to achieve the freedom of independence under the TSG banner. Having spent time at a few other large financial institutions, Tim brings a depth and breadth of financial knowledge to the TSG Wealth Management – Long Beach office. His presence will continue to expand the TSG team’s ability to provide the most up-to-date knowledge and keep TSG clients first.
We believe Tim is a perfect fit for the TSG clients first mindset. His approach to wealth planning focuses on what is most meaningful to his clients and he is confident that the move to TSG will help further insure his ability to deliver world class service and customized advice to help his clients pursue their goals. TSG Wealth Management is excited to have Tim on the team and we are looking forward to supporting his efforts.
“Retirement planning is more to me than just providing clients with investment advice,” said Tim. “It means helping them maintain the financial independence, striving to ensure they have the means to pursue what’s most important to them, and understanding them as people with unique goals, values and circumstances.”
Tim is an accomplished financial advisor, world traveler and family man. Someone who can relate on many levels to connect and better help his clients succeed. In fact, one of Tim’s favorite saying is, “A good relationship will enrich your life, not complicate it.” And that sums up perfectly how he approaches his clients.
As one of the largest teams in WFAFN, TSG Wealth Management is continually looking to add quality partners, like Tim, to our organization. Our leadership team is confident that his knowledge, background and experience will be an asset in our pursuit of building what we feel is one of the leading wealth management organizations in the country.
“Tim brings his decades of experience and knowledge to the team,” says TSG Managing Partner, Mark Schulten. “There are some things in this business that you can’t teach. It takes years of experience and I think everyone will benefit from having Tim on our team.”
We are honored to have Tim 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.