May 02, 2025 TSG Welcomes Newest Managing Director, Bruce Kajiwara and His Team to Roseville Office

TSG Wealth Management is excited to welcome Bruce Kajiwara, CPA/PFS, CFP®, AIF®, as the newest Managing Director in our growing Roseville office. With a career spanning more than four decades, Bruce brings a deep foundation in wealth planning, accounting, and client-focused service. Joining him are Senior Registered Client Associate Chris Tryforos and Senior Client Associate Patti Waltman—forming a seasoned team known for integrity, insight, and long-standing client relationships.

Bruce began his career in 1979 at Price Waterhouse in Los Angeles and has since built a practice known for providing highly personalized wealth planning to individuals, families, and business owners. With specializations in retirement, tax, estate planning, investment strategy, and personal financial management, Bruce and his team have long been recognized for the clarity and confidence they provide clients throughout their financial lives.

“Joining TSG Wealth Management is an exciting new chapter for our team,” said Bruce. “TSG’s client-first culture and extensive support network allow us to continue serving our clients with the high-touch service they’re accustomed to—while enhancing our ability to deliver innovative, long-term solutions.”

At TSG, we’re proud to support advisors who are deeply rooted in client advocacy and committed to comprehensive, thoughtful guidance. Bruce’s wealth planning philosophy aligns seamlessly with the culture and values we cultivate across all our practices.

“We are thrilled to welcome Bruce and his team to TSG,” said Mark Schulten, CFP®, Managing Partner. “Their commitment to excellence and client-centric service reflects the core of who we are. As we continue to expand in Northern California, Bruce’s experience and leadership will be a key part of our Roseville success story.”

The addition of Bruce’s team strengthens a practice that is already rich with resources, experience, and a dedication to helping clients navigate their financial journeys with purpose and clarity.

“Bruce brings a high level of professionalism, insight, and heart to everything he does,” added Allen Schreiber, MBA, Partner. “His expertise in wealth planning and passion for financial literacy make him an outstanding addition to our team and an invaluable resource to our clients.”

With deep community ties and a practice built on trusted relationships, Bruce and his team exemplify the TSG mission: to provide personalized wealth management strategies backed by institutional-quality resources and a legacy of integrity.

Visit the TSG Wealth Management homepage to learn more about our approach to wealth management or click here to dive deeper into our wealth management 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.