Insights

Growth Strategy TSG Wealth Management is actively expanding its leadership team and opening new offices, notably in Breckenridge and Fresno. This presents opportunities to offer tailored technology solutions, HR support, or strategic partnership services to support their rapid growth and regional presence.

Market Positioning With a revenue range of 100 to 250 million dollars and a focus on high-net-worth clients, TSG is aiming to strengthen its competitive position against industry giants like Charles Schwab and Fidelity. There is an opportunity to promote premium, innovative financial technology tools or personalized wealth management services.

Client Engagement TSG emphasizes building long-term relationships and customized investment strategies, indicating an openness to advanced client engagement platforms, CRM enhancements, or data analytics solutions that deepen client interactions and satisfaction.

Tech Adoption Leveraging a diverse set of technologies including SEO, e-commerce, and web analytics tools suggests that TSG values digital presence and operational efficiency. This creates prospects for digital marketing services, cybersecurity, or technology consulting to further enhance their infrastructure.

Industry Collaboration As a firm associated with Wells Fargo Advisors, TSG might benefit from strategic alliances with fintech providers or specialized service vendors to complement their offerings, attract new clients, and stay ahead in the evolving financial services landscape.

TSG Wealth Management Tech Stack

TSG Wealth Management uses 8 technology products and services including Crazy Egg, oEmbed, Font Awesome, and more. Explore TSG Wealth Management's tech stack below.

  • Crazy Egg
    Analytics
  • oEmbed
    Dev Tools
  • Font Awesome
    Font Scripts
  • Swiper
    Javascript Libraries
  • Google Maps
    Maps
  • Microsoft
    Miscellaneous
  • Slider Revolution
    Miscellaneous
  • Really Simple SSL & Security
    Security

Media & News

TSG Wealth Management's Email Address Formats

TSG Wealth Management uses at least 1 format(s):
TSG Wealth Management Email FormatsExamplePercentage
First.Last@tsgwm.comJohn.Doe@tsgwm.com
94%
First@tsgwm.comJohn@tsgwm.com
4%
FLast@tsgwm.comJDoe@tsgwm.com
2%

Frequently Asked Questions

Where is TSG Wealth Management's headquarters located?

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TSG Wealth Management's main headquarters is located at 6460 East Pacific Coast Highway Suite 223 Long Beach, California 90803 United States. The company has employees across 1 continents, including North America.

What is TSG Wealth Management's official website and social media links?

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TSG Wealth Management's official website is tsgwm.com and has social profiles on LinkedIn.

What is TSG Wealth Management's NAICS code?

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TSG Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does TSG Wealth Management have currently?

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As of June 2026, TSG Wealth Management has approximately 89 employees across 1 continents, including North America. Key team members include Founder: W. S.Vice President: A. D.Vice President: F. K.. Explore TSG Wealth Management's employee directory with LeadIQ.

What industry does TSG Wealth Management belong to?

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TSG Wealth Management operates in the Financial Services industry.

What technology does TSG Wealth Management use?

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TSG Wealth Management's tech stack includes Crazy EggoEmbedFont AwesomeSwiperGoogle MapsMicrosoftSlider RevolutionReally Simple SSL & Security.

What is TSG Wealth Management's email format?

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TSG Wealth Management's email format typically follows the pattern of First.Last@tsgwm.com. Find more TSG Wealth Management email formats with LeadIQ.

When was TSG Wealth Management founded?

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TSG Wealth Management was founded in 1965.

TSG Wealth Management

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

Section iconCompany Overview

Headquarters
6460 East Pacific Coast Highway Suite 223 Long Beach, California 90803 United States
Website
tsgwm.com
NAICS Code
52 - Finance and Insurance
Founded
1965
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    TSG Wealth Management's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    TSG Wealth Management's revenue is estimated to be in the range of $100M$250M

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