What departments does TSG Wealth Management have?

TSG Wealth Management has employees across 1 departments including Analytics.

What is the largest department at TSG Wealth Management?

The largest department at TSG Wealth Management is Analytics with 2 employees.

Where are TSG Wealth Management employees located globally?

TSG Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has TSG Wealth Management's team size changed over time?

TSG Wealth Management's team has grown from approximately 82 to 83 employees based on available data.

TSG Wealth Management Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

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

As your Financial 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. As our relationship builds over time, we will endeavor to anticipate your changing circumstances and help advise you on appropriate investment strategies. We look forward to serving your long-term investment needs.
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.
TSG was built for advisors, by advisors. Creating an atmosphere that helps advisors and their clients thrive in the financial space without all of the traditional headaches of running your own practice. Learn more about joining TSG today!

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

This information is intended for use only by residents of: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WV, WI, and WY

CA Insurance Producer License Number 0D21223

We are unable to respond to messages through LinkedIn, please contact us 562-414-0900 or info@tsgwm.com.

PM-03182027-8406306.1.1

Find TSG Wealth Management employees' phone numbers or email addresses

TSG Wealth Management Global Highlights

North America
122

United States Of America
122

TSG Wealth Management's Leadership

W. S.
Founder
Mobile Phone
Email
A. D.
Vice President
Mobile Phone
Email
F. K.
Vice President
Mobile Phone
Email
J. L.
Client Performance Analyst, Vice President
Mobile Phone
Email
J. B.
Director Of Employee Advancement
Mobile Phone
Email
J. E. H.
Managing Director
Mobile Phone
Email
J. L.
Managing Director
Mobile Phone
Email
G. M.
Managing Director At Tsg Wealth Management
Mobile Phone
Email

TSG Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Education
Finance
Accounting
Other

Contact profiles from TSG Wealth Management

Name

Title

Contact Info

Location

Last Update

J. T.
Managing Director
Mobile Phone
Email
Dec 14, 2024
J. B.
Portfolio Manager Director
Mobile Phone
Email
Nov 07, 2025
K. R.
Managing Director
Mobile Phone
Email
Oct 16, 2024
L. P.
Managing Director
Mobile Phone
Email
Oct 18, 2024
M. S.
Managing Director Tsg Wealth Management
Mobile Phone
Email
Jun 04, 2025
M. H.
Managing Director
Mobile Phone
Email
Oct 17, 2024
B. W.
Investment Analyst
Mobile Phone
Email
Bay
Mar 24, 2026
A. F.
Wealth Management Intern
Mobile Phone
Email
United StatesVirginia
Oct 22, 2025
G. M.
Trading Associate
Mobile Phone
Email
United StatesArizona
Dec 05, 2025
G. T.
Registered Client Associate
Mobile Phone
Email
United States
Oct 21, 2025

Frequently Asked Questions

What is TSG Wealth Management known for?

TSG Wealth Management was founded in 1965 operates in the Financial Services industry. The company's main headquarters is located in 6460 East Pacific Coast Highway Suite 223 Long Beach, California 90803 United States. Explore TSG Wealth Management's company overview page for more information.

What is TSG Wealth Management's most common email format?

TSG Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more TSG Wealth Management email formats with LeadIQ.

How many employees does TSG Wealth Management have currently?

TSG Wealth Management has approximately 88 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are TSG Wealth Management's key employees and leadership?

As of March 2026, TSG Wealth Management's key employees include:

Founder: W. S.
Vice President: A. D.
Vice President: F. K.
Client Performance Analyst, Vice President: J. L.
Director Of Employee Advancement: J. B.

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