Apr 17, 2026 TSG Expands in Colorado with Virtuent of TSG Wealth Management
TSG is excited to announce a major expansion into the Mile High City with the full integration of Virtuent of TSG Wealth Management. The move establishes a dedicated office in Denver, a satellite office in Colorado Springs, and combines TSG’s national platform and resources with Virtuent’s deep local expertise and longstanding client relationships. Clients will continue to work with their trusted advisors while gaining access to expanded capabilities in investment planning, retirement strategies, estate and legacy planning strategies, business advisory services, and tailored lending solutions.
This strategic integration reflects TSG’s ongoing commitment to thoughtful, values-aligned growth that prioritizes cultural fit and superior client service. Denver’s thriving economy makes it an ideal location for TSG to deepen its presence in one of the West’s most dynamic wealth corridors. Adding the Virtuent team positions TSG to better serve families and individuals throughout Colorado with locally attuned strategies backed by national-scale resources.
“Joining forces to create Virtuent of TSG Wealth Management is an exciting next chapter,” said T.H. Williams, PhD, CFP®, Managing Director. “It allows us to deliver even greater depth of resources and specialized support to our clients while preserving the personalized relationships and local insight that have always been at the heart of our practice in Denver, Colorado Springs and beyond.”
The partnership ensures a seamless transition for existing clients, who will notice continuity in their day-to-day advisory relationships alongside new opportunities for comprehensive, family-office-level planning. With Denver’s population growth and concentration of affluent households continuing to rise, the expanded team is well positioned to address evolving needs — from retirement readiness and market volatility navigation to multi-generational wealth transfer and philanthropic goals.
“This expansion into Denver and Colorado Springs with Virtuent marks a significant step forward for TSG,” said Mark Schulten, CFP®, TSG’s Managing Partner. “It establishes a meaningful presence in Colorado’s biggest metro, where we can connect with more families and professionals who value the disciplined, long-term guidance that defines TSG.”
The timing aligns with TSG’s recent pattern of strategic growth that similarly strengthened service without disrupting client experiences. By partnering with Virtuent, TSG not only broadens its geographic footprint but also enriches its collaborative culture with seasoned professionals who share the same client-first philosophy.
“What drew our team to this partnership was the shared emphasis on integrity, teamwork, and truly putting clients first,” said Michael (Mick) Pepper, Managing Director. “Bringing Virtuent in partnership with TSG lets us elevate the practice we’ve built without losing the personal touch our clients have come to rely on every day.”
This cultural alignment creates immediate benefits across the board. Clients gain access to TSG’s broader investment platform, specialized lending options, and network of professionals, all while the Virtuent team remains firmly rooted in the Colorado communities it knows best. The result is a more robust offering tailored to the unique opportunities and challenges of the Mile High market.
“Bringing Virtuent of TSG Wealth Management into the fold strengthens our ability to deliver exceptional service right in Colorado’s economic heart,” said Allen Schreiber, Partner at TSG. “It deepens our roots in one of the nation’s fastest-growing wealth corridors and creates exciting new possibilities for families and business owners throughout the region.”
Denver’s diversified economy and business-friendly environment have made it a magnet for high-net-worth individuals seeking both wealth creation and preservation strategies. The combined organization is now ideally equipped to meet that demand with sophisticated, forward-looking planning that blends local market knowledge with TSG’s proven track record of disciplined execution.
“Our clients will now benefit from a more robust platform and expanded national network while continuing to receive the personalized planning and open communication they’ve always valued from us,” said Meghan McGuire, MS, RICP®, CFP®, ChFC®, Managing Director. “This move enhances everything we do without changing the relationships that matter most.”
The integration further underscores TSG’s focus on building enduring partnerships that prioritize quality over quantity. With the addition of the Virtuent team, TSG now serves clients across 25 offices nationwide and oversees more than $20 billion in assets under management*, continuing to grow in a way that maintains its collaborative, client-centric culture.
“Joining forces with TSG brings our team into a culture of true collaboration and shared excellence that matches our own values perfectly,” said Steve Zahorik, MBA, CRPC®, Managing Director. “It’s about combining our organizations in a way that strengthens everyone as we establish this new chapter in Colorado’s biggest city.”
Looking ahead, the launch of Virtuent of TSG Wealth Management reinforces TSG’s momentum and its dedication to serving high-net-worth individuals and families with excellence across key markets.
“This partnership is about more than geographic expansion — it’s about building something stronger together and delivering even greater value to the families and individuals we serve across Colorado and beyond,” said Brian Borst, CEO of TSG. “We are thrilled to welcome the Virtuent team and officially launch Virtuent of TSG Wealth Management as we continue our commitment to thoughtful, client-first growth.”
For more information about Virtuent of TSG Wealth Management, visit tsgwm.com/virtuent.
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*As of 4/20/26
High Net Worth designates advisors whose account sizes are typically under $10 mm, though may have accounts with higher amounts.