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2018 Top Ranked Wealth Managers in Philadelphia Region

2018 award emblem TGS Financial Advisors

We’re proud to announce that TGS Financial Advisors has been named among the 2018 top ranked wealth managers in Philadelphia by AdvisoryHQ.

AdvisoryHQ’s review of TGS summarizes our firm’s broad range of financial planning services and highlights our evidence-based Dynamic Contrarian Portfolio Strategy.

Now in our 29th year, TGS Financial is a fee-only wealth management firm with a fiduciary commitment to its clients. We serve high net worth individuals and families and specialize in retirement planning, multi-generational wealth planning and physician financial planning.

TGS advisors enjoy a collaborative edge, sharing areas of expertise with each other and regularly working closely with the CPAs, estate attorneys and other financial professionals on their clients’ teams.

Your lifetime financial results will be dominated by the choices you make at a limited number of inflection points. The focus at TGS Financial is on helping people optimize those financial decisions.

If you’re interested in exploring a relationship with TGS Financial Advisors, or know someone who might be, please contact our Client Concierge, Susan Mattero, at 610-892-9900, or request a free consultation via the form below this article.

Please see important disclosure information.


AdvisoryHQ’s review and ranking articles are 100% independently researched and objectively written. Firms do not pay for their ranking. AdvisoryHQ’s process for selecting top ranked firms includes an assessment of: company strengths, trustworthiness, transparency, professional reputation, managed asset, ROI/ROA effectiveness, fees structure, what customers/clients are saying about the organization, experience level, level of customization, site quality, resources, features, range of provided services, innovation, value-added, and many more factors.
Please Note: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if TGS Financial Advisors is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of TGS Financial Advisors by any of its clients.

 

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by TGS Financial Advisors), or any non-investment related content, made reference to directly or indirectly in this article will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this article serves as the receipt of, or as a substitute for, personalized investment advice from TGS Financial Advisors. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. TGS Financial Advisors is neither a law firm nor a certified public accounting firm and no portion of this article’s content should be construed as legal or accounting advice. A copy of the TGS Financial Advisors’ current written disclosure statement discussing our advisory services and fees is available upon request.

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