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Redefining Wealth, Reshaping Destinies

Unlock Your Financial Potential

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Our diversified portfolios are personalized to you with the potential to deliver competitive returns.

DIVERSIFICATION.

Small cap stocks. Global stocks. Municipal bonds. Real estate. Venture-stage companies. Emerging industries. At TSG Alpha Partners, we take diversification seriously.

A Personalized Path to Wealth Management 

Our team of highly experienced financial planners, portfolio managers, and investment advisors is dedicated to providing you with personalized wealth management programs tailored to your unique lifestyle.

Whether you're interested in one of our financial planning features or a comprehensive package, you deserve more than a complacent approach. We'll work relentlessly with you to develop a strategic plan that helps you achieve your desired results and secure your financial future.

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How We Are Here to Support You...

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Wealth Management Programs

Together, we'll embark on a journey to craft a bespoke investment portfolio to build your net worth aspirations.

Our flagship Wealth Management program provides an in-depth, personalized financial plan tailored to your financial goals encompassing a complete assessment of your assets, liabilities, cash flows, expenses, and investment portfolio(s). 

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Retirement Planning

Unlocking the door to financial freedom begins with a robust retirement blueprint, essential for securing your future prosperity. If you haven’t begun planning for your retirement, we’ll help you get started.

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Estate Planning

A great estate plan has a single objective: to ensure that the maximum amount of assets reach the intended beneficiaries without complications or confusion. We can help you navigate one of the most complex and overlooked areas of wealth management. 

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Tax Strategies

Did you know that 92 percent of Americans fail to take advantage of substantial tax deductions?  We can help you implementing effective tax strategies that may significantly reduce your tax burden. 

Your Integrated Approach To Wealth Management 

To help maximize your wealth, your financial life – investment strategy, taxes, insurance, retirement and estate planning –
must be wired together in a holistic approach. Your dedicated financial planner can coordinate with a team of experts to connect
those different pieces into a cohesive view so you can unlock new ways to help build, grow, protect and preserve your wealth.

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How We Can Work Together

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Portfolio Management

For clients desiring active portfolio management, our approach spans traditional assets like stocks and bonds, including alternatives like venture capital, art, and real estate.

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Entrepreneur Program

Whether you're running a "Mom and Pop" shop or scaling a VC-backed enterprise, our Entrepreneur Program will provide you with a solid financial foundation. 

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Long-Term Care Planning

How many of us plan for when we, or our loved ones, can no longer take care of ourselves? Most individuals are not sufficiently prepared to pay for long-term care. We can help you plan for long-term care scenarios.

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Cash
Management

Preparing a budget will show you where your money is going so you can redirect it to where you really want it to go. We can help you take control of your money and get more out of it. 

How it works...

We pride ourselves on relationships. 

Whether you have a simple question or would like a quick introductory discussion, speaking with one of our team members is the best way to understand how we can add value to your financial journey and help you achieve your goals.

Just Getting Started...

Complete our contact form

If you have simple questions or inquiries and are considering us for the future, please fill out our contact form to get in touch with us.

Actively Seeking...

Introductory Discussion

If you are seeking a new financial partnership or are interested in our financial programs or investment products, we encourage you to schedule an introductory consultation with our team.

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Download: Your Guide to Avoiding the Top 5 Retirement Mistakes​

Sure, saving is important, but without a strategic plan, it's a recipe for disaster. The stakes are even higher and the oversights are more costly when you're trying to build and protect a legacy. Knowing the retirement mistakes to avoid is a good first step. 

Your team makes all the difference...

Led by CEO Drew Spaventa, the TSG Alpha Partners team actively listens and creates space for real conversations to understand your financial needs and goals.

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The Right Partner By Your Side

Our team of financial advisors specializes in diversified investing and financial planning for high and ultra-high-net-worth individuals, families, and institutions. 

☑️Your Fiduciary. We're uniquely focused on modeling both the risk and return potential of each piece of your financial plan -- we know this takes more than a presumptive, one-size-fits-all approach.

We start by evaluating your entire picture, looking for opportunities to adjust and rebalance based on your goals.

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Tell Us About Your Financial Goals

Our commitment and dedication to our LPs, clients, colleagues, and partners is unmatched in the industry. We look forward to the opportunity of establishing a long-term, successful relationship with you.

Questions?

Does TSG Alpha Partners manage my money?

Yes. We take discretion on the accounts we manage and implement your investments as per the plan we put in place together. We monitor and make changes as needed.

Can I trust TSG Alpha Partners with my money?

Yes, and here are some reasons why we believe you can:

1. We use Goldman Sachs Custody Solutions, a SEC-registered broker-dealer and custodian, to safeguard the money you invest. 

2. We’re a fiduciary. That means we’re legally bound to act in your best interests when making recommendations and investing your money on your behalf.

3. Our financial planners are all CFP® professionals. That means they, too, are bound to act in your financial best interests, in compliance with the CFP Board.

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Drew Spaventa, Founder & CEO
The Spaventa Group

Investing, the way it should be​

Our commitment and dedication to our LPs, clients, colleagues, and partners is unmatched in the industry. We look forward to the opportunity of establishing a long-term, successful relationship with you.

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