06 Oct TSG Welcomes The Holcomb Group In New Zephyr Cove, Lake Tahoe Location
ZEPHYR COVE, NV – TSG Wealth Management is excited to announce The Holcomb Group has joined as the newest addition to the TSG family. The Holcomb Group will be opening TSG’s tenth location and the second in Lake Tahoe. Based in Zephyr Cove, Michael Holcomb, CFP®, joined by his Client Relationship Manager, Mishell DeFelice and Registered Client Associate, Carrie Skipton, will give TSG a strategic presence on the east shore of Lake Tahoe.
The new Zephyr Cove, Lake Tahoe office is a milestone for both TSG and The Holcomb Group, forging a partnership and presence in one of the most picturesque and exclusive markets in the United States. The new office is primed to service an area known for its nearby ski resorts and beaches, but it also has a clientele of investors and families looking to grow and appreciate the outdoor landscape.
“Our team considered this move as a cohesive group and after extensive due diligence across all platforms, institutions, and partnerships, we believe we’ve found the ‘best-of-all-worlds’ scenario,” said Michael. “TSG Wealth Management is one of the most successful independent firms in the country and we look forward to this exciting new endeavor together.”
TSG’s “clients first” mindset was a natural fit for Michael and his team at The Holcomb Group. They are committed to delivering world class service and they pride themselves on providing personalized advice that fits your specific needs. By partnering with a world-class financial institution in TSG and the Wells Fargo Advisors Financial Network (WFAFN) platform they hope to expand their ability to provide key financial infrastructure and help improve upon their current and future client’s financial situations.
“The Holcomb Group is a perfect fit for our team at TSG,” says Managing Partner, Mark Schulten. “Lake Tahoe has always felt like a second home for many of us at TSG and we knew we wanted the perfect partner to help us expand and cover the entire territory. Michael and his team provided us with the opportunity to expand our operation and we couldn’t be more thrilled.”
Michael and his wife Carly live on the east shore of Lake Tahoe with their three children, Caleb, Cali and Cami. They are heavily involved in the community with many youth sports, skiing, biking, boating, etc. They truly embrace and appreciate all that Lake Tahoe has to offer. You might find him out playing a round of golf with family and or, clients and considers it a true bonus if the game supports a local charity!
Everyone on the TSG Wealth Management team is thrilled to welcome The Holcomb Group and we look forward to supporting their efforts in providing the best financial guidance for their clients.
As one of the largest teams in WFAFN, TSG Wealth Management is pleased to add quality partners and we are beyond excited to add The Holcomb Group to our organization. Our leadership team is confident that this new office and team will be an asset in our pursuit of building what we feel is one of the leading wealth management organizations in the country.
“Michael and The Holcomb Group are a shining example of what the future holds for TSG,” said Partner, Allen Schreiber. “Finding bright and committed talent that can leverage our platform to better serve their clients is the goal. Michael and his team give us motivation to reach more advisors and help even more people. This move is win-win-win for TSG, The Holcomb Group and most importantly our clients.”
We are honored to have The Holcomb Group join us and we look forward to future success for our clients moving forward. Visit the TSG Wealth Management homepage to learn more about our approach to wealth management or click here to dive deeper into our 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.