May 29, 2024 TSG and Mark Schulten Garner Top Recognition by Forbes in 2024
TSG Wealth Management has proudly been recognized by Forbes in 2024 as a leader in the wealth management industry. Amongst the prestigious honors, TSG Wealth Management secured a spot on the 2024 Forbes Best-In-State Wealth Management Teams list, ranking #21. Additionally, TSG’s dynamic Managing Partner, Mark Schulten, CFP®, continues to garner prominent recognition in the 2024 Forbes individual rankings. Mark was ranked on both the Forbes Top 250 Wealth Advisors list, securing a noteworthy position at #74 nationwide, and the Forbes’ Best-In-State Wealth Advisors list for California, claiming the #3 spot.
Allen Schreiber, Partner at TSG and the other half of the dynamite that is TSG's partnership duo, expressed his appreciation for these accolades. “We are truly honored to receive these prestigious recognitions," said Allen. "They underscore our team’s steadfast dedication to delivering exceptional service and tailored wealth management solutions to our valued clientele.”
With a longstanding commitment to excellence in providing comprehensive wealth management services, TSG Wealth Management celebrates its inclusion in the 2024 Best-In-State Wealth Management Teams. The recognition serves as a testament to the team’s unwavering dedication to devising innovative strategies and personalized solutions to help clients realize their financial aspirations and safeguard their future.
Mark Schulten, Managing Partner at TSG Wealth Management and a seasoned financial advisor, continues to shine in the industry. His recognition in both Forbes Top 250 Wealth Advisors and Best-In-State Wealth Advisors underscores his and his team's expertise and commitment to delivering unparalleled service to his clients, garnering acknowledgment at both national and state levels.
“I am deeply honored to be recognized among the nation's top wealth advisors by Forbes and to secure a prominent ranking in California,” stated Mark. “Our team endeavors to cultivate strong relationships with our clients and their families, ensuring that we understand their evolving needs and objectives. This recognition reflects our team’s unwavering dedication to crafting personalized wealth management strategies tailored to their unique circumstances.”
The achievements and accolades attained by TSG Wealth Management are a testament to the collective effort of its exceptional client service team. Rooted in the founding principle of prioritizing clients’ interests above all else, TSG Wealth Management strives to consistently exceed expectations.
Brian Borst, CEO of TSG Wealth Management, expressed his pride in the team’s accomplishments, stating, “We are immensely proud of our team’s achievements and the recognition bestowed upon us by Forbes and other esteemed institutions. These awards underscore our team’s commitment to delivering exceptional service, innovative strategies, and solutions to our valued clients.”
As one of the standard bearers of recognition for industry leaders, Forbes continues to shine a spotlight on wealth management teams and their advisors for their excellence and achievements. TSG Wealth Management and Mark Schulten’s inclusion in these prestigious lists highlight the unwavering commitment of TSG to fostering a culture of exceptional service and expertise.
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2024 Forbes Best-In-State Wealth Management Teams: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2024 Forbes Top 250 Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Top 250 Wealth Advisors (AKA Top Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.