TSG Wealth Management Expands to New Mexico, Welcomes Carol Smith

TSG Wealth Management Expands To New Mexico, Welcomes Carol Smith

TSG Wealth Management is thrilled to announce the opening of its newest office in Santa Fe, New Mexico. This expansion marks an exciting milestone for the company, as it extends its reach into the vibrant financial landscape of the region, bringing its renowned expertise and personalized approach to assist a broader range of individuals in achieving their financial goals. The Santa Fe office will be headed by Carol Smith, a highly skilled Managing Director with a wealth of experience in helping guide clients towards financial success. Carol will be supported by Client Associates Lilia Cebotari and Carly Davis, ensuring clients receive comprehensive and attentive service.

Located at 414 Old Taos Highway, Santa Fe, NM 87501, the new office represents TSG Wealth Management’s commitment to expanding its presence in an effort to make a positive impact on and help as many people as they can. The Santa Fe community stands to benefit from TSG’s strong belief in putting clients’ interests above all else. Dedicated to providing tailored financial solutions and building lasting relationships with clients.

Mark Schulten, CFP®, Managing Partner at TSG Wealth Management, expressed his excitement about the company’s entry into New Mexico, stating, “We are thrilled to open our first office in Santa Fe, furthering our mission of helping individuals achieve their financial aspirations. By combining our disciplined approach to wealth management with Carol’s expertise and client-centric focus, we are confident in our ability to make a significant difference in the lives of our clients.”

The expansion to Santa Fe brings along the city’s unique demographic profile and its reputation as a cultural and artistic hub to the TSG family of offices. “Santa Fe is a city known for its appreciation of long-term financial planning and wealth preservation,” said Allen Schreiber, MBA, TSG Partner, in emphasizing the benefits of the expansion. “Our presence here allows us to bring our comprehensive range of services and personalized investment strategies to individuals and families in the region, empowering them to achieve their financial goals and secure their futures.”

“Joining TSG Wealth Management is an incredible opportunity, and I am honored to lead our efforts in Santa Fe,” enthusiastically stated Carol. “Our commitment to putting clients first, coupled with our expertise in wealth management, allows us to provide personalized strategies and multigenerational services to help our clients grow and preserve their assets. Our mutual dedication to making a positive impact on the financial well-being of individuals and families made this partnership a perfect fit.”

Santa Fe, the capital of New Mexico, offers a unique blend of cultures, breathtaking landscapes, and a thriving artistic community. As TSG Wealth Management establishes its presence in this vibrant city, it aims to build strong relationships with the Santa Fe community, providing tailored investment plans, financial guidance, and a personalized approach to address each client’s specific needs. TSG also hopes to expand the TSG Gives program by finding amazing causes to support the community even further.

TSG Wealth Management’s expansion to Santa Fe is aligned with its mission of exceeding client expectations and placing their interests above all else. With a commitment to providing comprehensive wealth management solutions, backed by extensive research and a client-centric approach, TSG Wealth Management is poised to help make a meaningful difference in the financial lives of individuals throughout New Mexico.

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