Long Beach Welcomes Joe Addy as it's newest Managing Director

TSG Long Beach Welcomes Joe Addy As It’s Newest Managing Director

LONG BEACH, CA – TSG Wealth Management is excited to announce that Joe Addy has made the move by joining TSG Wealth Management – Long Beach as its’ newest Managing Director. Joe, who was born and raised in Long Beach, has been registered in the finance industry since 2003. His breadth and depth of experience in finance and the Long Beach area will continue to fortify the TSG Wealth Management – Long Beach operation.

Joe’s nearly 20 years of experience in the financial services industry adds to qualified knowledge of the entire TSG team. He is aligned with TSG’s clients first mindset and is confident that the move will help insure he can continue this level of service for all of his clients. The TSG Wealth Management team is looking forward to supporting his efforts to provide the best financial guidance he can for his clients.

“I enjoy providing clients with sound advice, regular interaction, making complex strategies familiar, and evolve with clients needs,” says Joe. “Joining TSG Wealth Management allows me to enhance my ability to make a difference in peoples lives and livelihood.”

As one of the largest teams in WFAFN, TSG Wealth Management is continually looking to add quality partners to our organization and we are very excited to welcome Joe. Our leadership team is confident that his knowledge, demeanor 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.

“Joe brings high energy and wealth of knowledge to our team,” says TSG Managing Partner, Mark Schulten. “His active lifestyle, ambitious attitude and familiar tone will make him a joy to work with for our team and our clients.”

We are honored to have Joe 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.