Dec 01, 2023 TSG Wealth Management Expands Presence in La Jolla with New Managing Director, Stephen Sullaway
TSG Wealth Management is delighted to announce the relocation and expansion of its La Jolla office to 888 Prospect St., Suite 238, La Jolla, CA 92037. This marks a strategic move to better serve clients in the region and an expansion that welcomes accomplished financial advisor, Stephen Sullaway, as TSG's newest Managing Director.
"Our commitment to serving clients is primary," said Mark Schulten, Managing Partner at TSG Wealth Management."Adding Steve to our La Jolla presence highlights our dedication to providing exceptional financial services to our clients."
As TSG expands its' footprint into La Jolla, we are not just growing physically, but also enhancing our capabilities to meet the diverse needs of our clients. La Jolla's vibrant financial landscape provides an exciting backdrop for TSG's innovative and client-focused approach.
"Joining TSG Wealth Management is an exciting opportunity to contribute my extensive experience to a practice that prioritizes client needs and values personalized investment planning," said Stephen Sullaway. "I look forward to collaborating with the TSG team to deliver top-notch services to our clients."
As one of the largest teams in the Wells Fargo Advisors Financial Network (WFAFN), TSG Wealth Management is continually looking to add quality partners to our organization and we are very excited to welcome Stephen.
Allen Schreiber, Partner at TSG, warmly welcomes Stephen, commenting, "Stephen is a tremendous addition to the TSG team. His wealth of experience and commitment to client success align seamlessly with our values, solidifying our position as a leading wealth management practice."
Advisors, like Stephen, that interested in joining TSG Wealth Management can enjoy benefits such as; independence to run your book, a competitive payout, benefits of a 1099 and premium level support from TSG Client Associates.
“We’re excited about our growth at TSG,” said TSG Wealth Management CEO, Brian Borst. “Steve is the latest addition of quality advisors to the TSG family. We continue to increase our footprint and maximize our ability to serve our clients and take on new advisors. Independence under the TSG umbrella affords advisors the flexibility and resources necessary to help deliver exceptional results."
As we welcome Stephen Sullaway and expand our presence in La Jolla, we invite you to experience the TSG difference. Our team is dedicated to building strong relationships with our clients and their families, ensuring we understand your needs today and in the future. Stay tuned for more updates as we continue to navigate the ever-changing landscape of wealth management.
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.