Aug 21, 2026 TSG Wealth Management Expands to Chico, Welcomes Old Oak Partners

TSG Wealth Management is proud to announce the opening of its Chico office and to welcome Old Oak Partners of TSG Wealth Management to the practice. The team is led by Managing Directors Ric Wilson and Matt Holzwarth, joined by Client Associate Cayden Hill, and their arrival marks TSG’s continued expansion into Northern California, bringing families across the Chico community and the surrounding region a local team devoted to supporting their long-term financial goals and planning needs.

For Ric and Matt, this work has always been about people and the relationships built over a lifetime of serving them. Together they have built a practice grounded in trust, independence, and a commitment to helping clients preserve and grow what they have worked to build. As Old Oak Partners, they bring a personal, relationship-first approach to every family they serve, collaborating closely with clients’ CPAs and estate planning attorneys to help ensure lasting outcomes across generations.

“Joining TSG was about finding the right home for the relationships we have spent our careers building,” said Ric. “The independence and resources here mean our team is positioned to continue serving clients and their families over the long term, exactly the way we have always believed this work should be done.”

Ric, Matt, and Cayden were drawn to TSG for its independence, its client-first culture, and the depth of resources that let them do what they already do well, even better. For advisors who have spent their careers preserving what clients have built, TSG offered a combination of independence and organizational resources that aligned with their practice.

“What drew us to TSG was a shared commitment to putting clients first,” said Matt. “With the strength of TSG behind us, our clients can expect to receive the same personal care they have always known, now backed by deeper resources and independence. That continuity is everything to the families we serve.”

The addition of Old Oak Partners reflects TSG’s commitment to growing its national footprint with advisors who lead with integrity and put client relationships first. With more than $21 billion in assets under management and approximately 184 professionals across 28 offices*, TSG provides the infrastructure and collaborative culture that empower Ric, Matt, and Cayden to serve clients at the highest level, while preserving the personal touch that has always defined their work.

TSG Managing Partner Mark Schulten welcomed the team warmly. “Ric, Matt, and Cayden bring exactly the kind of client-first values we look for,” said Mark. “Their arrival, and the opening of our new Chico office, deepen our commitment to families across Northern California.”

That commitment extends well beyond a single office opening. As TSG expands its footprint, it continues to pair local, relationship-driven service with the resources of a national practice.

TSG Partner Allen Schreiber pointed to what makes the team stand out. “What stands out about this team is their dedication to doing right by clients over the long term,” said Allen. “That is the foundation everything else is built on.”

For an advisor-first practice, that long-term view is exactly the fit TSG looks for as it grows.

For TSG CEO Brian Borst, the Northern California expansion is a milestone worth celebrating. “We are thrilled to welcome Ric, Matt, and Cayden to the TSG family,” said Brian. “Their experience and their heart for clients make them a natural fit, and we could not be more excited about our growing presence in Northern California.”

With the opening of its Chico office, TSG continues to expand its national presence with teams who share its founding commitment to putting clients first. The team is now serving clients from TSG’s new Chico office, located at 30 Constitution Drive, Suite 200, Chico CA 95973.

Explore TSG Wealth Management’s services to learn more about our approach to wealth management.

If you’re an advisor or client associate looking for a new place to call home, learn more on our Join the Team page.

*As of 8/21/26