Lisa Petrie, CFP®
Managing Director
Lisa Petrie is the founder of The Petrie Group of TSG Wealth Management. As a group their mission is to provide objective and timely financial advice and guidance with the highest level of professional service. Lisa focuses on providing wealth management solutions to entrepreneurs, business owners and active families.
Together with her team, Lisa helps the affluent address issues such as preserving wealth, growing assets, tax efficient investing, liability management and charitable giving. Through a long term investment approach The Petrie Group helps enable clients to feel secure and confident in their financial choices.
The Petrie Group, led by Lisa, has successfully guided the financial needs of wealthy families for over 30 years. A graduate of the University of California, Lisa is a CERTIFIED FINANCIAL PLANNER® professional and a Managing Director at TSG Wealth Management. She has conducted workshops at Fortune 500 companies and has been featured several times during her career in the Wall Street Journal for her knowledge of investment planning. From 2006 to 2024 Barron’s has named Lisa as one of the Top 100 Women Financial Advisors.1 Lisa has been recognized by Forbes as one of America’s Top Women Wealth Advisors as well as a Best-In-State Wealth Advisor from 2018 to 2024.2
In addition to her professional affiliations, Lisa is very active in the philanthropic community. She is currently lending her time and experience with the Parasol Tahoe Community Foundation. She has also been involved with the Roessler-Chadwick Foundation Group, the Long Beach Public Library Foundation, Boys & Girls Clubs and the Junior League where she held leadership roles.
Lisa and her husband, Mark, have two grown children, Ryan and Alexa. They all enjoy the outdoors together including hiking, golfing, boating and going to the beach.
NV Insurance License #3527083. CA Insurance License #0A53167. Resident State: NV.
1. The Barron’s Top 100 Women Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2. The Forbes Best-in-State Wealth Advisors and Forbes Top Women 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.