ICC Destinations Two Management

TSG Wealth Management is a reputable financial advisory firm based in San Diego, CA, with over 50 years of experience in providing customized investment planning and wealth management services. They pride themselves on their dedication to quality and disciplined approach to managing clients' wealth, building strong relationships to better understand their needs and goals for the future. With a team of experienced financial advisors, investors, and planners, TSG Wealth Management offers a range of services including wealth management, investment advice, retirement planning, and estate planning strategies. Their founding principle is to always prioritize the interests of their clients, striving to exceed expectations and help clients achieve their financial goals.Generated from the website

Atalanta Sosnoff Capital, a New York-based SEC registered investment advisor established in 1981, is dedicated to achieving outperformance in the market through rigorous investment research, exceptional client service, and high ethical standards. Their equity strategy focuses on identifying companies poised for earnings acceleration, while their fixed income strategy utilizes relative valuation to build investment grade portfolios. With a diverse client base that includes Taft-Hartley Funds, institutional public entities, endowments, foundations, religious and charitable organizations, as well as broker-sponsored wrap programs, Atalanta Sosnoff Capital has a long-term track record of managing client portfolios and currently oversees $6.8 billion in assets. The company's investment management team, led by Craig Steinberg, Bob Ruland, and Matt Ward for equity investments, and Joe Sileo, Jerry Thunelius, and Bob Ohanesian for fixed income strategies, brings decades of experience and a consistent management approach. Their experienced marketing team focuses on meeting the unique needs of Taft-Hartley funds and providing support to financial advisors nationwide. Registration with the SEC does not imply any endorsement or recommendation by the agency.Generated from the website

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.