05 May TSG Wealth Management and Mark Schulten Receive Top Industry Honors
TSG Wealth Management is proud to announce we were recently recognized by Barron’s and Forbes for outstanding achievement within the financial industry. TSG Wealth Management has been named to the 2023 Barron’s Top 100 Private Wealth Management Teams, ranking #35 in the nation, while TSG’s Managing Partner, Mark Schulten, CFP®, has been named to the 2023 Forbes Top 250 Wealth Advisors, coming in at #56 in the nation and as well as Forbes’ Best-In-State Wealth Advisors ranking at #3 in Southern California.
“We are thrilled to receive these prestigious accolades,” said Allen Schreiber, TSG Partner. “We feel this recognition is a testament to our team’s unwavering commitment to providing exceptional service and customized wealth management solutions to our clients.”
With a history of excellence in providing comprehensive wealth management services to high net-worth individuals, families, corporations and institutions, TSG Wealth Management is proud to be ranked among Barron’s Top 100 Private Wealth Teams. We believe this recognition reflects the team’s dedication to delivering innovative strategies and personalized solutions to help clients achieve their financial goals and secure their financial future.
Mark Schulten, TSG Wealth Management’s Managing Partner and a seasoned financial advisor, has been recognized by Forbes for his outstanding achievements in the industry. With his inclusion in both Forbes’ America’s Top Wealth Advisors and Best in State Wealth Advisors lists, Mark’s expertise and commitment to providing exceptional service to his clients continues to be acknowledged on a national and state level.
“I am honored to be recognized by Forbes among the top wealth advisors in the nation and Southern California,” said Mark Schulten. “We work hard to build relationships with our clients and their families in order to best understand their needs, today and in the future. I believe this recognition is a reflection of our team’s commitment to providing personalized wealth management strategies tailored to their unique needs and objectives.”
Awards and accolades such as these are not won alone. TSG Wealth Management feels they boast one of, if not the best, client service teams in the country. The TSG Wealth Management founding principle was, and continues to be, to put your interests above all, with a goal to consistently exceed expectations.
“We are extremely proud of our team’s accomplishments and the recognition we have received from Barron’s and Forbes,” said Brian Borst, CEO of TSG Wealth Management, as he expressed his pride in the team’s achievements. “I feel these awards are a testament to the team’s dedication to delivering exceptional service, innovative strategies and customized solutions to our valued clients.”
Barron’s and Forbes continue to be standard bearers of recognition for industry leaders. Shining the light on wealth management teams and their advisors for their excellence and achievements. TSG Wealth Management and Mark Schulten’s inclusion on these prestigious lists highlight the unwavering commitment at TSG to delivering a culture of exceptional service and expertise.
The Forbes Top 250 Wealth Advisors (AKA Top Wealth Advisors) and 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.
The Barron’s Top 100 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year’s size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.