02 Jun TSG Wealth Management Expands to San Francisco, Welcomes New Team of Garcia, Barnblatt, Foster

In a move to further enhance its commitment to providing exceptional wealth management services, TSG Wealth Management is thrilled to announce the opening of its new office in San Francisco. Joining forces with the esteemed team from Garcia, Barnblatt, Foster, TSG Wealth Management aims to strengthen its presence and extend its reach to better serve clients in the Bay Area.

The new office, located at 101 California Street, Floor 30 #3025, San Francisco, CA 94111, will house a group of highly skilled professionals who bring their expertise and dedication to the TSG team. Led by Managing Directors, Ralph Garcia, Jr., MBA, CFP®, CIMA®, Brad Barnblatt, CFP®, CIMA®, and Brian N. Foster, CFP®, the addition of these distinguished individuals further reinforces TSG Wealth Management’s commitment to our clients and to excellence.

Mark Schulten, CFP®, Managing Partner at TSG Wealth Management, expressed his enthusiasm for the expansion and the joining of forces with Garcia, Barnblatt, Foster. He stated, “We are delighted to welcome Garcia, Barnblatt, Foster to the TSG Wealth Management family. Their stellar reputation and extensive experience align perfectly with our core values of putting clients’ interests above all. This strategic collaboration will undoubtedly enhance our ability to provide comprehensive wealth management solutions to our clients.”

“Expanding into San Francisco is an exciting milestone for TSG Wealth Management, said Brian Borst, CEO of TSG Wealth Management. “The Bay Area offers immense potential for growth and allows us to serve a wider range of clients. We are confident that our talented team, combined with the expertise of Garcia, Barnblatt, Foster, will contribute to our continued success in this dynamic market.”

Ralph Garcia, Jr., MBA, CFP®, CIMA®, one of the new Managing Directors, expressed his excitement about joining TSG Wealth Management, saying, “I am thrilled to be part of the TSG team and look forward to working closely with our clients to help them achieve their financial goals. TSG’s dedication to building strong client relationships and their disciplined approach to wealth management align perfectly with our values.”

San Francisco, renowned as the heart of Silicon Valley, stands tall as a global tech capital and a hotbed for innovation and industry growth. With its thriving ecosystem of startups, venture capitalists, and tech giants, the city embodies the spirit of entrepreneurship and technological advancement. A breeding ground for growth and innovation, two things that push TSG in their efforts to help more people.

“The opportunity to collaborate with TSG Wealth Management presents an exciting new chapter for us,” said Brad Barnblatt, CFP®, CIMA®, Managing Director. “We share a common philosophy of putting clients first and providing personalized guidance to help them navigate their financial journeys successfully.”

Brian Foster, CFP®, Managing Director, expressed his enthusiasm, stating, “Joining TSG Wealth Management is a tremendous opportunity. I am excited to leverage our combined expertise and resources to deliver exceptional wealth management services to our clients and support them in achieving their financial aspirations.”

The new office will also welcome Jennifer Lau, CFP®, as a Client Performance Analyst and Vice President, Joshua Nowasell, MBA, CFP®, as a Senior Registered Client Associate and Vice President, and Ingrid Robertson as a Client Associate. We feel their diverse backgrounds and specialized skills will enhance the team’s ability to provide comprehensive financial guidance to help their clients.

At TSG Wealth Management, clients can expect a client-centric approach and a focus on building long-term relationships. The firm’s founding principle of putting clients’ interests above all ensures that every effort is made to consistently exceed expectations. With a meticulous investment planning process backed by hundreds of hours of research, TSG Wealth Management strives to deliver the best possible results. Joining forces with Garcia, Barnblatt, Foster of TSG Wealth Management will help further TSG’s mission and increase their ability to reach and help more people achieve their financial goals.

To learn more about TSG Wealth Management and their personalized investment strategies, please see our services and contact us with any questions!