TSG Wealth Management continues its thoughtful growth with the addition of Managing Director Toril McGuigan, CEPA, and Senior Client Associate Cynthia Stursberg, establishing the practice’s newest office in Breckenr...

The TSG Wealth Management – Pasadena team has been recognized on the 2026 Forbes Best-in-State Wealth Management Teams list, ranking #100 in Southern California for its demonstrated excellence in serving high-net-worth clients with disciplined, client-centered wealth planning. This ranking — published by Forb...

TSG is delighted to announce that Carol Smith has been named to the Forbes Top Women Wealth Advisors Best-In-State list for 2026, ranking #5 in New Mexico. This recognition, awarded in February 2026 based on data as of June 30, 2025, highlights her consistent performance in delivering tailored wealth...

TSG Wealth Management continues its thoughtful growth with the addition of veteran investment professional RJ Bernstein and his team. Bernstein joins as Managing Director in TSG’s Incline Village office, bringing more than four decades of experience in

TSG is honored to announce that The Petrie Group has been named to the Forbes Best-In-State Wealth Management Teams list for 2026 as a top team Nevada. The recognition, awarded in January 2026 based on data from March 31, 2024, to March 31, 2025, acknowledges the team’s consistent delivery of wealth m...