Jun 12, 2026 Three Offices, One Season: TSG Makes a Bold Move into Colorado
TSG Wealth Management has entered Colorado in a way that leaves little doubt about its ambitions in the state. In the span of a single month, TSG opened three offices, welcomed multiple accomplished advisory teams, and brought in approximately $1.24 billion in client assets — with an additional $400 million expected before year-end. What might have taken years for another organization to build, TSG assembled in a matter of months.
The expansion spans three distinct markets: Denver, Colorado Springs, and Breckenridge. Each office reflects TSG’s commitment to meeting clients where they are, with the resources and depth of a nationally recognized wealth management practice and the personalized attention of a locally rooted team.
Leading the Denver and Colorado Springs presence is T.H. Williams, PhD, CFP®, Managing Director, Virtuent of TSG Wealth Management, joined by Managing Directors Michael “Mick” Pepper, Meghan McGuire, CFP®, ChFC®, MS, RICP®, and Steve Zahorik, MBA, CRPC®. The Virtuent team brings more than 105 years of combined experience to client relationships and has been recognized by Forbes as a 2026 Best-in-State Wealth Management Team. T.H. was individually named a 2026 Forbes Best-in-State Wealth Advisor.
In Breckenridge, Toril Ashton McGuigan, CEPA, Managing Director, joins TSG from Edward Jones, bringing a deeply client-centered approach to wealth planning for individuals and families navigating meaningful life transitions. Denver welcomes Jason Kariuki, Managing Director, who comes from JPMorgan Chase with a family office-style philosophy and a focus on helping clients achieve key life milestones with confidence.
“Colorado is a market full of accomplished, sophisticated clients who deserve the depth of resources and the personalized approach that TSG makes possible,” said T.H. Williams. “We’re building something meaningful here, and the platform TSG provides is exactly what clients and advisors in this state have been looking for.”
The caliber of talent TSG has attracted in Colorado reflects a pattern the organization has cultivated deliberately. Advisors joining TSG consistently cite the practice’s culture, its depth of resources, and its ability to offer clients a truly comprehensive wealth planning experience as the defining reasons for their decision.
“Colorado has been on our radar for some time, and when the right talent aligned with the right moment, we moved,” said Mark Schulten, Managing Partner of TSG. “The advisors we’ve welcomed in this state are deeply credentialed, client-focused, and committed to the long game. That’s exactly the TSG profile.”
The breadth of this expansion, three offices opened in rapid succession across markets ranging from a major metropolitan hub to a premier mountain destination, signals something more than organic growth. It reflects a purposeful push into a state that TSG views as a long-term opportunity.
“The speed of this expansion speaks to how compelling the TSG model is to advisors who are ready to do more for their clients,” said Allen Schreiber, TSG Partner. “Three offices in one season isn’t a coincidence. It’s what happens when you build a platform that the best people in this business genuinely want to be part of.”
Additional advisors are expected to join the Colorado team before year-end, bringing the total anticipated client assets across TSG’s Colorado offices to approximately $1.64 billion. The foundation being built here is designed to grow.
“Colorado represents exactly the kind of market where TSG thrives,” said Brian Borst, TSG CEO. “A growing base of high-achieving clients, a community that values relationships and trust, and advisors who want to deliver more than the traditional model allows. We are here to build something lasting, and we are just getting started.”
TSG Wealth Management supports over $20 billion in assets under management across a team of 174 professionals operating out of 25 offices across the western United States.*
With three offices now open and more growth on the horizon, TSG’s Colorado chapter is underway, and by every measure, it is off to a remarkable start.
Connect with TSG to learn more or connect with a member of our Colorado team by visiting their location page: Breckenridge, Colorado Springs or Denver.
2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). See full disclosure.
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com). See full disclosure.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. TSG Wealth Management is a separate entity from WFAFN.
*As of 5/29/26