Mar 28, 2025 TSG’s Legacy Team Ranked #1 in Nevada on Forbes Best-In-State Wealth Management Teams List

TSG Wealth Management is proud to announce that its Legacy Team has been named the #1 Wealth Management Team in Nevada on the 2025 Forbes Best-In-State Wealth Management Teams list. This prestigious recognition highlights the team’s unwavering dedication to providing high-net-worth clients with personalized financial strategies, comprehensive wealth management, and a commitment to excellence.

Led by Managing Partner Mark Schulten and Partner Allen Schreiber, alongside key team members, John Szymura, Senior Vice President, Lori Zorn, First Vice President, and Merlin Micken, First Vice President, the Legacy Team continues to set the standard for financial stewardship. With a collective approach centered on trust, experience, and strategic wealth planning, they provide tailored solutions that align with the long-term goals of their clients.

“This recognition by Forbes reflects our team’s hard work, passion, and relentless pursuit of providing top-tier financial guidance,” said Mark Schulten. “We are grateful for the trust our clients place in us, and we remain committed to delivering the highest level of service and expertise.”

TSG Wealth Management operates with a client-first philosophy, prioritizing transparency, integrity, and a commitment to long-term financial success. The practice believes that wealth management is about more than just numbers—it’s about empowering clients to help achieve their aspirations and secure their financial future.

The Forbes Best-In-State Wealth Management Teams list is compiled by SHOOK Research and ranks firms based on a rigorous assessment of qualitative and quantitative factors, including industry experience, assets under management, client retention, and a strong track record of ethical and professional standards.

“Our clients’ trust motivates us every day,” added Allen Schreiber. “We remain dedicated to delivering sound, strategic advice tailored to their goals, no matter how markets may change.”

Navigating financial markets requires a deep understanding of both opportunities and risks. John Szymura, Senior Vice President, emphasized the importance of adaptability in wealth management: “The financial landscape is constantly evolving, and our role is to provide clarity and stability. We work closely with our clients to navigate market complexities and ensure they are positioned for long-term success.”

Beyond investment strategies, the team is deeply committed to fostering strong client relationships. Lori Zorn, First Vice President, highlighted this client-focused approach: “At TSG, we believe in building lasting partnerships with our clients. Their goals become our goals, and we take pride in developing strategies that help them achieve financial confidence.”

The strength of the Legacy Team comes from its collective experience and collaboration. Merlin Micken, First Vice President, spoke to the team’s expertise and dedication: “Our team’s diverse experience and collaborative approach set us apart. We bring together multiple perspectives to craft customized solutions that meet each client’s unique needs.”

For years, TSG Wealth Management has been one of the best teams in the financial industry, with multiple teams earning Forbes accolades year after year. The practice’s philosophy is built on relationships, trust, and results, ensuring each client receives a highly personalized approach to their wealth management needs.

Visit the TSG Wealth Management homepage to learn more about our approach to wealth management or click here to dive deeper into our wealth management 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.

2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (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. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.