Apr 04, 2025 The Petrie Group Ranked #15 in Nevada on Forbes Best-In-State Wealth Management Teams List

TSG Wealth Management is excited to announce that The Petrie Group has been ranked #15 in Nevada on the 2025 Forbes Best-In-State Wealth Management Teams list. This recognition highlights the team’s commitment to delivering highly personalized wealth management services and long-term investment solutions tailored to their clients’ unique needs.

Led by Managing Director Lisa Petrie, CFP®, The Petrie Group has built a reputation for providing exceptional financial guidance with a focus on collaboration and client-centered service. The team, including Vice Presidents Serina Foster and Claire Bowie, brings extensive industry experience and a passion for helping clients achieve their financial goals.

“This recognition is a testament to our dedication to building meaningful, long-lasting relationships with our clients,” said Lisa Petrie. “We take pride in offering customized financial strategies that empower our clients to confidently plan for their future.”

At the heart of The Petrie Group’s approach is a deep commitment to understanding each client’s financial aspirations. By offering tailored investment management and retirement planning solutions, the team helps ensure their clients are equipped with strategies designed to stand the test of time.

“Helping clients navigate complex financial decisions is what drives us every day,” said Serina Foster, Vice President. “Our goal is to provide clarity and confidence through thoughtful, well-structured wealth planning.”

As part of TSG Wealth Management, The Petrie Group benefits from the practice’s expansive resources, technology, and industry insights while maintaining a boutique level of service. TSG’s mission is to deliver premier financial guidance through a relationship-driven approach, ensuring each client’s individual needs are met with expertise and care.

“TSG Wealth Management is built on the foundation of trust, experience, and exceptional client service,” said Mark Schulten, CFP®, Managing Partner of TSG Wealth Management. “The Petrie Group exemplifies these values, and we are incredibly proud to see them recognized on this prestigious Forbes list.”

With a team-driven mindset, The Petrie Group fosters a culture of collaboration, leveraging their collective experience to craft comprehensive financial strategies. Their ability to adapt to market changes while remaining focused on long-term success is what sets them apart.

“We believe that wealth management is about more than just investments; it’s about creating investment plans that align with our clients’ dreams and aspirations,” added Claire Bowie, CFP®, Vice President. “Our team is committed to delivering personalized strategies that grow and evolve alongside our clients.”

For years, TSG Wealth Management has been one of the best teams in the financial industry, with multiple teams consistently earning recognition from Forbes. The Petrie Group’s inclusion in the 2025 Forbes Best-In-State Wealth Management Teams list is a reflection of their dedication to excellence, strategic expertise, and client-first mentality.

For more information about The Petrie Group click here to visit their team page.

If you’re an advisor or client associate looking for a new place to call home, learn more on our Join the Team page.

2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams 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. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.