09 May Lisa Petrie: A Trailblazer In Women’s Wealth Management Recognized By Forbes For Her Excellence

Lisa Petrie, Managing Director for The Petrie Group of TSG Wealth Management, has recently been honored with two prestigious awards by Forbes for her outstanding achievements in the wealth management industry.

Lisa has been recognized as the 2023 Forbes’ #12 Best-In-State Wealth Advisor and #2 Top Women Wealth Advisor in Nevada, reaffirming her exceptional skills and expertise in providing financial solutions to her clients.

“I am incredibly grateful for these accolades and proud of our team’s dedication to delivering exceptional service and results for our clients,” says Lisa Petrie. “I feel these awards highlight our team’s unwavering commitment to excellence and our passion for helping our clients achieve their financial goals.”

Lisa Petrie’s remarkable achievements have earned her recognition among the top wealth advisors in Nevada. Allen Schreiber, Partner at TSG Wealth Management, spoke about Lisa’s exceptional performance. “I have known Lisa for a lot of years and her recognition as a Forbes’ Best-In-State Wealth Advisor and a Top Women Wealth Advisor in Nevada is well earned and deserved. I believe it serves as a testament to her dedication, expertise and passion for delivering for her clients in this competitive wealth management industry.”

Forbes, when describing the Best-In-State Wealth Advisor list, says “the very best advisors are laser focused on having a positive impact on their clients’ lives; they want to add meaning and help them live better lives. The 7,321 advisors on the Forbes/SHOOK Best-In-State Wealth Advisors list have a track record of success over time, collectively managing nearly $11 trillion in assets.”

“Lisa’s well-deserved recognition by Forbes underscores her exceptional track record and unwavering dedication to her clients’ financial success, said Mark Schulten, Managing Partner at TSG Wealth Management. “I believe her ranking as one of the top wealth advisors in Nevada speaks not only to her outstanding performance and expertise, but also to her ability to connect with people and help deliver based on their specific needs.”

To be a successful wealth manager it usually takes a team and The Petrie Group has come together to show the world that they are a team that stands above the rest. These latest accolades show that when we work together we can rise above and deliver in ways we often wouldn’t be able to alone.

Brian Borst, CEO of TSG Wealth Management, had some praise for The Petrie Group’s wonderful achievements. “Lisa Petrie’s recent awards from Forbes highlight The Petrie Group’s outstanding performance and dedication to excellence. We’re honored to have them on our team at TSG Wealth Management.”

Lisa’s recent recognition by Forbes highlights The Petrie Group of TSG Wealth Management and serves as a testament to their unwavering commitment to delivering exceptional service and results to their clients. Lisa and her team’s achievements solidify her position as a top wealth advisor and showcase her dedication to excellence in the industry.

The Forbes Top Women Wealth Advisors and Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.