TSG Wealth Management

TSG is proud to announce that Gregg Shallan, CFP®, ChFC®, CEPA®, MBA, Managing Director at La Jolla Wealth Partners of TSG Wealth Management, has been named to the 2026 Forbes Best-In-State Wealth Advisors list for California – So...

TSG Wealth Management is proud to announce the opening of its Bellevue, Washington office, welcoming Managing Directors Margaret “Marhe” Youch, CAP®, APMA™, and

TSG is excited to announce that Lisa Petrie, CFP®, Managing Director and founder of The Petrie Group of TSG Wealth Management, has been ranked #8 on the 2026 Forbes Best-In-State Wealth Advisors list for Nevada.

With more than 30 years of experience guiding wealthy families, Lisa Petrie has es...

TSG Wealth Management today announced the launch of The Tanious Group, a new practice within its Beverly Hills office led by Managing Director Alex Taniou...

TSG is pleased to announce that Justin Breece, Managing Director of Breece Private Wealth Management of TSG Wealth Management, has been named to the 2026 Forbes Best-In-State Wealth Advisors list (Arizona – Phoenix Area), recognizing top advisors across Arizona. This marks Breece’s sixth appearance...