Apr 07, 2026 TSG Pasadena Named to Forbes 2026 Best-in-State Wealth Management Teams List

The TSG Wealth Management – Pasadena team has been recognized on the 2026 Forbes Best-in-State Wealth Management Teams list, ranking #100 in Southern California for its demonstrated excellence in serving high-net-worth clients with disciplined, client-centered wealth planning. This ranking — published by Forbes — reflects the team’s performance and professional standards.

Since opening its Pasadena office in 2025, the team has quickly become an integral part of Southern California’s advisory landscape, blending deep expertise with a personalized approach that supports clients through major financial milestones and long-term planning.

Leading the team is Managing Director, Vincent Law, and Senior Vice President, Philip Peng, whose combined more than 50 years of industry experience help guide clients toward secure, goal-aligned wealth outcomes. Supported by Senior Registered Client Associate, Vickie Tanabe, the Pasadena office is known for thoughtful, tailored guidance that helps empower individuals and families to navigate complex financial decisions with confidence.

“We’re honored to be included on the Forbes Best-in-State list,” said Vincent. “This recognition reflects not just what we do, but how we do it — by putting clients’ goals at the center of every strategy and helping them build plans that are designed to endure.”

Underpinning the Pasadena team’s approach is a belief that wealth planning is most powerful when it combines analytical rigor with deep client relationships. That philosophy drives every recommendation, from investment strategy to retirement income considerations, estate coordination, and legacy planning.

“Our team focuses on understanding each client’s unique journey,” said Philip. “By offering customized guidance rooted in disciplined planning, we help clients make decisions with clarity and confidence at every stage of life.”

The Pasadena office benefits from the broader resources and collaborative culture of TSG Wealth Management, where advisors across regions share insights and capabilities to elevate client outcomes. From integrated research to technology-enabled tools, the practice supports advisors in delivering high-touch service without sacrificing strategic depth.

“This Forbes recognition underscores the strength of TSG’s platform and the exceptional leadership Vincent and Philip bring to Pasadena,” said Mark Schulten, Managing Partner of TSG. “They’ve established a strong presence in the community by putting clients first and building meaningful, long-lasting relationships.”

That local momentum reflects a broader commitment to strategic growth in markets where personalized guidance and technical expertise are equally essential. As the practice continues to expand its presence in Southern California and across the Western Region, TSG leadership sees Pasadena as a key pillar in delivering elevated wealth planning across the region.

Allen Schreiber, Partner, added, “Pasadena is a vibrant region with sophisticated wealth planning needs. TSG’s expansion there, led by this talented team, has enhanced our ability to serve clients across Southern California with thoughtful and disciplined guidance.”

Brian Borst, CEO of TSG Wealth Management, noted that the ranking reflects more than performance — it highlights a shared commitment to integrity, collaboration, and clarity in service.

“Recognition like this is a testament to the hard work and dedication of every advisor and team member,” Borst said. “Our goal is to help clients pursue confidence and clarity in their financial lives, and the Pasadena team represents that mission exceptionally well.”

As TSG Wealth Management – Pasadena continues to grow and deepen its presence, the team remains focused on delivering tailored wealth planning solutions that reflect both the aspirations and responsibilities of the clients they serve.

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.

High Net Worth designates advisors whose account sizes are typically under $10 mm, though may have accounts with higher amounts.