01 Jan TSG Wealth Management Opens Up New Office Along California’s Central Coast
SAN LUIS OBISPO, CA – TSG Wealth Management is excited to announce that they have opened their San Luis Obispo office, making it home to TSG’s 11th location. The new office is home to Managing Directors Nancy Fairchild and Melissa Miller and supported by Senior Registered Client Associates, Jackie Walker and Darlin Rivera.
The new location at 711 Tank Farm Road, Suite 230 in San Luis Obispo offers a busy business area just a short ride from downtown. The foray into the San Luis Obispo community gives TSG a foothold along California’s central coast. Offering an increased ability to serve clients and create lasting relationships to help people achieve their financial goals in the region.
“Opening an office in San Luis Obispo will give us the opportunity to expand and help more people in the area,” said Managing Partner, Mark Schulten. “Nancy and Melissa are exceptional additions to our TSG team and we look forward to working with them to grow our presence in the region.”
San Luis Obispo, known as small-town California, but with big-time charm, has grown in popularity over the years. People looking to escape the big city life, breathe fresh air and maybe tour a winery or two have been drawn to and settled in the area.
“I love my SLO community,” said Melissa. “The people here are so friendly and welcoming. We truly have that small-town feel and it motivates me to help as many of my fellow community members as I can.”
The new SLO location will also offer the ability to better serve Central California. An area of California that is home to a critical component of our country’s infrastructure, agriculture. The Central Valley alone produces over 250 crops with a value of about $17 billion per year, contributing an estimated 25 percent of the nation’s food.* The agricultural industry is often affected by changing weather and conditions, creating an increased need for financial stability.
“It is important to help our farmers and businesses in Central California,” said Partner, Allen Schreiber. “These people are the backbone of California. It is important to us to find ways to help and support them so they can continue to thrive.”
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 add the San Luis Obispo location with Nancy and Melissa. Our leadership team is looking forward to working with them to continue building what we feel is one of the leading wealth management organizations in the country.
“Being a part of TSG has already been a joy and a pleasure,” said Nancy Fairchild. “Everyone on the team has been so supportive and helpful to me and the clients that transitioned with me. We are thrilled to work on growing our ability to help more people in the area with such a supportive team.”
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*Data via the California Department of Food and Agriculture cdfa.ca.gov