Jun 10, 2024 TSG Expands Bay Area Presence, Welcomes Managing Directors Ken Wise and Michael Peters

SAN FRANCISCO & WALNUT CREEK, CA – TSG Wealth Management is excited to announce an expansion in the Bay Area with the addition of two new Managing Directors to the team, Michael Peters and Ken Wise. Michael J. Peters, CPWA®, along with Registered Client Associate Areeya Vesvoranan, will join the TSG San Francisco office, while Ken Wise, accompanied by Registered Client Associate Ron Arrajj, will lead the new Walnut Creek location.

Michael J. Peters, who has been advising affluent families, business owners, and corporate executives since 1993, expressed his enthusiasm about the move, stating, “Joining TSG San Francisco offers our clients greater opportunities and flexibility. With the benefit of TSG’s values and vision, we are partnering with the ideal team to build resilient wealth and investment strategies.”

“We are thrilled to welcome Michael Peters, Ken Wise, and their teams to the TSG family,” warmly welcomed Mark Schulten, Managing Partner at TSG Wealth Management. “Both Director have years of experience and dedication to client service that will help significantly enhance our presence and capabilities in the Bay Area.”

TSG Wealth Management distinguishes itself through a dedication to quality and a disciplined approach to wealth management and investments. We pride ourselves on building relationships with clients and their families to better understand their needs today and in the future. The teams led by Wise and Peters align perfectly with this mission.

Ken Wise, Managing Director at TSG Wealth Management’s Walnut Creek Office, shared his perspective on the new partnership, “Joining TSG enables us to increase our effectiveness for clients. We are dedicated to helping clients achieve financial success and alleviating the worries associated with investment planning. The unique and collaborative platform at TSG aligns perfectly with our vision and offers capabilities beyond those of traditional wire houses.”

Ken’s motivation stems from his long-term relationships and friendships with his clients. Ken finds great joy and in helping them navigate though all of life’s milestone moments. Additionally, Ken is excited to welcome his son, Brandon Wise, to his practice later this year, bringing a multi-generational approach to their work at TSG.

“The depth and experience that Michael and Ken bring to the team makes them perfect partners to help expand our Bay Area presence,” highlighted Allen Schreiber, Partner at TSG. “Their expertise and commitment to a client-first and collaborative atmosphere make them invaluable additions to TSG.”

TSG Wealth Management takes pride in building lasting relationships with clients and their families, striving to better understand their needs today and in the future. We look forward to a future of continued growth and success with our new team members.

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