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FINRA’s BrokerCheck to obtain more information about our firm and its financial
professionals.

Search for:
 * Home
 * About
    * Meet The Team
    * Philanthropy
    * Financial Research Center
    * Glossary
    * Career Opportunities

 * Services
    * Life Planning
    * Investment & Retirement Planning
    * Tax Management Strategies
    * Business Advisory
    * Insurance and Annuity
    * Family Matters
    * Estate Planning
    * Lending
    * Sports & Entertainment
    * Certified Divorce Financial Analysts®

 * News
 * Client Login
 * Contact
    * Contact Us
    * Antelope Valley
    * Beverly Hills
    * Incline Village
    * Irvine
    * Las Vegas
    * La Jolla
    * Long Beach
    * Manhattan Beach
    * Reno
    * Roseville
    * Sacramento
    * San Luis Obispo
    * Santa Fe
    * San Francisco
    * Scottsdale
    * Visalia
    * Walnut Creek
    * Zephyr Cove

 * Home


 * ABOUT
   
   * Meet The Team
   * Philanthropy
   * Financial Research Center
   * Glossary
   * Career Opportunities
 * Services
   * Life Planning
   * Investment & Retirement Planning
   * Tax Management Strategies
   * Business Advisory
   * Insurance and Annuity
   * Family Matters
   * Estate Planning
   * Lending
   * Sports & Entertainment
   * Certified Divorce Financial Analysts®
 * News
 * Client Login
 * Contact
   * Contact Us
   * Antelope Valley
   * Beverly Hills
   * Incline Village
   * Irvine
   * Las Vegas
   * La Jolla
   * Long Beach
   * Manhattan Beach
   * Reno
   * Roseville
   * Sacramento
   * San Luis Obispo
   * Santa Fe
   * San Francisco
   * Scottsdale
   * Visalia
   * Walnut Creek
   * Zephyr Cove



UNMUTE MUTE OUR SERVICES

UNMUTE

MUTE OUR SERVICES

OVER 1,000 YEARS*


COMBINED EXPERIENCE IN INVESTMENT PLANNING



We believe the TSG Wealth Management difference lies in our dedication to
quality and our disciplined approach to your wealth management and investments.
We take pride in building relationships with our clients and their families
first, so we can better understand your needs today and in the future.

 

*We stopped counting at 1,000



Explore Our Investment Planning and Wealth Management Services


See Our Services



WEALTH MANAGEMENT

At TSG Wealth Management we provide a range of wealth management services to fit
your goals and needs. From investments to business advice to lending and more…



 

Learn More


INVESTMENT ADVICE

At TSG Wealth Management we focus in four main areas of the investment planning
process that gives you an effective overall strategy.



 

Learn More


RETIREMENT PLANNING

Your retirement plan needs to contain a multitude of aspects that work together
to create your overall strategy and secures your future.



 

Learn More


ESTATE PLANNING STRATEGIES

At TSG Wealth Management we’re committed to ensuring that your success leaves a
legacy that lives on beyond your time.



 

Learn More

FOUNDING PRINCIPLE


IS TO PUT YOUR INTERESTS ABOVE ALL



The TSG Wealth Management founding principle was, and continues to be, to put
your interests above all, with a goal to consistently exceed expectations.

 

What are your goals? Where do you see yourself in 5, 10, 25, 50 years? Are you
looking to be more aggressive or simply maintain your wealth? Just a sampling of
questions that lets us serve your interests above all else.


Meet The Team



ACCOLADES


AWARDED BY INDUSTRY LEADING PUBLICATIONS




BARRON’S

TOP 100 FINANCIAL ADVISORS



2015-2023
Mark Schulten, CFP®, Managing Partner



TOP 100 PRIVATE WEALTH TEAMS



2022-2023
TSG Wealth Management




FORBES

TOP 250 WEALTH ADVISORS



2016-2023
Mark Schulten, CFP®, Managing Partner





The Barron’s Top 100 Financial Advisors ratings are based on the previous year’s
assets under management, revenue generated for the advisors’ firms, and the
quality of the advisors’ practices. Investment performance isn’t an explicit
factor because clients have varied goals and risk tolerances. 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.

 

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.

 

The Forbes Top 250 Wealth Advisors (AKA Top 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, which does not receive compensation from the advisors or their firms in
exchange for placement on a rating. 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.

 

*We have an award-winning team with accolades from Industry leading
publications. Click here to find out more.

KEY TO RESULTS


CLIENTS FIRST



Every financial advisor believes they can get you results, but are they getting
you the best results? We believe that one of the keys to help ensure positive
outcomes with our clients is the amount of time and care we put into your
investment plan. Hundreds of hours of research are used to help ensure we not
only meet, but exceed your expectations. We invite you to experience the TSG
difference!


Contact Us

DISCOVER THE DIFFERENCE

We are dedicated to quality, process and a disciplined approach to wealth
management and investment. We work to build relationships with our clients and
their families in order to best understand their needs, today and in the future.


Explore Our Services

MEET THE TSG WEALTH MANAGEMENT TEAM

As your Investment Advisors, we will spend the time to understand your financial
concerns and work with you to develop a customized investment program that we
believe can best meet your needs.


Meet The Team

A FAMILY APPROACH TO WEALTH MANAGEMENT

Our founding principle was, and continues to be, to put your interests above
all, with a goal to consistently exceed expectations.


Explore Life Planning

MARKET & ECONOMIC REPORTS

The latest market analysis and reports come to you straight from our team.
Powered by one of the largest financial institutions in the world we’re proud to
bring you the most up-to-date financial information.


See The Research

LATEST NEWS


TSG ADVICE, STORIES AND NEWS



CHARTING NEW PATHS: DANIEL FILLINGER JOINS TSG WEALTH MANAGEMENT – MANHATTAN
BEACH

MANHATTAN BEACH – We are thrilled to welcome Daniel Fillinger, CFP®, to the TSG
Wealth Manage...

October 7, 2024

MEET MANAGING DIRECTOR KEN PETERS: EMBRACING INDEPENDENCE AT TSG

Meet Ken Peters, Managing Director at TSG Wealth Management – Sacramento, as he
shares his jou...

September 9, 2024

MEET TSG MANAGING DIRECTOR, STEVE MASONER – A COMMITMENT TO CLIENTS AND
COMMUNITY

Meet Steve Masoner, a Managing Director in TSG Wealth Management’s Long Beach
office, in our l...

August 28, 2024

NAVIGATING GROWTH: INTERN EXPERIENCE INSIGHT FROM TSG APPRENTICE, CECILIA
HUTNICK

As a recent TSG Apprentice, Cecilia Hutnick shares her journey of discovery and
growth within the we...

August 19, 2024

A JOURNEY OF GROWTH: INTERN EXPERIENCE INSIGHT FROM TSG CLIENT ASSOCIATE, KAYDE
LIN

Kayde Lin, a Client Associate at TSG, shares reflections on personal and
professional development du...

August 9, 2024

THRIVING IN A COLLABORATIVE ENVIRONMENT: MEET TSG VICE PRESIDENT, BRIAN CHENEY

Meet Brian Cheney, a Vice President at TSG Wealth Management, as he shares his
journey and experienc...

August 5, 2024

MASTERING THE ART OF FINANCIAL NAVIGATION: INTERN EXPERIENCE INSIGHT FROM TSG
VICE PRESIDENT, AUGUST DEANGELO

August (Augie) DeAngelo, Vice President at TSG, shares reflections on personal
and professional deve...

July 24, 2024

KATHRYN SUNICO SHINES AS EMPLOYEE OF THE QUARTER, CHAMPIONS ALZHEIMER’S
ASSOCIATION

TSG Wealth Management proudly announces Kathryn Sunico, Senior Registered Client
Associate at the Ma...

July 16, 2024

ALLEN SCHREIBER RANKS #4 ON ADVISORHUB’S 2024 1,000 ADVISORS TO WATCH

We are thrilled to announce that TSG Wealth Management Partner, Allen Schreiber,
MBA, has been recog...

July 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 i...

June 10, 2024

LA JOLLA WEALTH PARTNERS JOINS FORCES WITH TSG WEALTH MANAGEMENT

LA JOLLA, CA – TSG Wealth Management is thrilled to announce their strategic
partnership with La J...

June 7, 2024

A UNION OF EXPERTISE AND PASSION: JOSHUA LEBLANC JOINS FORCES WITH BREECE
PRIVATE WEALTH MANAGEMENT OF TSG WEALTH MANAGEMENT

In the ever-evolving landscape of wealth management, partnerships are forged not
only on the basis o...

June 3, 2024

WE BELIEVE IN


MAKING A DIFFERENCE



TSG WEALTH MANAGEMENT IS COMMITTED TO GIVING BACK TO MANY PHILANTHROPIC
ENDEAVORS AROUND OUR COMMUNITIES. EVERYTHING FROM DONATING OUR TIME ON BOARDS TO
VOLUNTEERING AT EVENTS AND FROM PROVIDING PRO BONO EXPERTISE TO MONETARY
DONATIONS, WE RECOGNIZE THE IMPORTANCE OF GIVING BACK. WE’RE PROUD OF OUR TEAM’S
INVOLVEMENT IN THE SPIRIT OF GIVING.


Learn More

FINRA’s BrokerCheck to obtain more information about our firm and its financial
professionals


Our founding principle was, and continues to be, to put your interests above
all, with a goal to consistently exceed expectations.





Privacy Policy | Legal | Security

Careers | Sitemap | Accessibility

Member Register | Member Login

LOCATIONS

Antelope Valley

42225 10th Street West
Suite 101
Lancaster, CA 93534
661-579-4260





Beverly Hills

9595 Wilshire Blvd.
Suite 601
Beverly Hills, CA 90212
310-997-0201





Incline Village

926 Incline Way
Suite 250
Incline Village, NV 89451
775-347-0700





Irvine

18800 Von Karman Ave
Suite B
Irvine, CA 92612
949-508-2600





Las Vegas

170 S Green Valley Pkwy
Suite 220
Henderson, NV 89012
725-235-9600





La Jolla

4225 Executive Square
Suite 570
La Jolla, CA 92037
858-630-1930





Long Beach

6460 East Pacific Coast Hwy
Suite 223
Long Beach, CA 90803
562-414-0900





Manhattan Beach

2041 Rosecrans Ave.
Suite 355
El Segundo, CA 90245
310-961-4997





Reno

595 Humboldt St.
Suite 200
Reno, NV 89509
775-339-9801





Roseville

1731 E. Roseville PKWY
Suite 190
Roseville, CA 95661
916-272-0450





Sacramento

333 University Ave
Suite 240
Sacramento, CA 95825
916-272-1302





San Luis Obispo – Airport

711 Tank Farm Rd.
Suite 230
San Luis Obispo, CA 93401
805-707-2990





San Luis Obispo – Downtown

1319 Marsh Street
Suite 100
San Luis Obispo, CA 93401
805-707-2990





Santa Fe

414 Old Taos Hwy
Santa Fe, NM 87501
505-372-4972

 





San Francisco

601 California Street
Suite 1168
San Francisco, CA 94108
415-907-6860





Scottsdale

15169 N Scottsdale Rd.
Suite 340 & 350
Scottsdale AZ 85254
480-870-0400





Visalia

1001 N Demaree St.
Suite 5
Visalia, CA 93291
559-471-1767





Walnut Creek

500 Ygnacio Valley Rd.
Suite 430
Walnut Creek, CA 94596
415-745-8895





Zephyr Cove

195 US-50
Suite 312
Zephyr Cove, NV 89448
775-347-0720

This information is intended for use only by residents of (AK, AL, AR, AZ, CA,
CO, CT, DE, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO,
MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX,
UT, VA, VI, VT, WA, WI, WV, WY). Securities-related services may not be provided
to individuals residing in any state not listed above. For parties residing
outside of the U.S., this information is: (i) provided for informational
purposes only, (ii) not and should not be construed in any manner as an offer to
participate in any investment or to buy or sell any securities or related
financial instruments, and (iii) not and should not be construed in any manner
as a public offering of any financial services, securities or related financial
instruments. Products and services listed may not be available, or may have
restrictions, depending on client country of residence.
 
Investment products and services are offered through Wells Fargo Advisors
Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and
non-bank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells
Fargo Advisors. Any other referenced entity is a separate entity from WFAFN. A
note about Social Media: Opinions, comments and actions taken on Social Media
are those of the third party and do not necessarily reflect the views of the
creator of this profile or of the firm. Social Media is intended for U.S.
residents only and subject to the following terms:
wellsfargoadvisors.com/social. Links to third-party websites are provided for
your convenience and information purposes only. Wells Fargo Advisors is not
responsible for the information contained on third party websites.
 
©2024 Wells Fargo Advisors Financial Network, LLC. & ©2024 TSG Wealth
Management. All rights reserved.
 
FINRA’s BrokerCheck to obtain more information about our firm and its financial
professionals

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