Jun 04, 2025 Lisa Petrie Ranked #8 in Nevada on Forbes 2025 Best-In-State Wealth Advisors List
INCLINE VILLAGE, NV – TSG is pleased to announce that Lisa Petrie, CFP®, Managing Director of The Petrie Group, has been named to the 2025 Forbes Best-In-State Wealth Advisors list, ranking #8 in the state of Nevada.
While the Forbes recognition honors individual achievement, Lisa was quick to highlight the contributions of those around her.
“This award is truly a reflection of our entire group,” said Lisa. “Our strength lies in our ability to listen, to collaborate, and to stay focused on what matters most to our clients — now and for generations to come.”
With over two decades of experience in investment and wealth planning, Petrie leads a highly regarded team dedicated to guiding high-net-worth individuals, families, and business owners through complex financial decisions. Operating from her Incline Village-based practice, Lisa and her team, including Serina Foster, Vice President; Claire Bowie, CFP®, Vice President; Belinda Dawson, Senior Registered Client Associate; and Adam Rutz, Registered Client Associate — have built a reputation for personalized advice, deep client relationships, and thoughtful, long-term planning strategies.
“This recognition is a testament to the strong foundation Lisa and her team have built,” said Mark Schulten, Managing Partner. “The Petrie Group exemplifies the kind of collaboration, discipline, and client care that define our approach at TSG.”
The Forbes Best-In-State Wealth Advisors list, developed by SHOOK Research, is based on qualitative and quantitative criteria, including industry experience, assets under management, compliance records, and a focus on best practices. The 2025 list draws on performance data from June 30, 2023, through June 30, 2024.
Petrie’s approach is distinguished by a commitment to team-driven strategy and client-first service. Whether supporting multi-generational wealth transfers or providing clarity during market shifts, Lisa and her team prioritize consistent communication and enduring results.
“Lisa’s leadership has empowered her team to provide a level of service that’s both strategic and highly personal,” said Allen Schreiber, Partner at TSG Wealth Management. “The trust their clients place in them reflects years of meaningful relationships and exceptional execution.”
Under Lisa’s guidance, The Petrie Group has become a cornerstone of TSG’s presence in Nevada, helping lead the practice’s expansion while remaining grounded in values of professionalism, integrity, and lasting partnerships.
“Lisa and her team embody the values we hold highest at TSG — trust, transparency, and the pursuit of excellence on behalf of every client,” said Brian Borst, CEO of TSG Wealth Management. “This recognition by Forbes is a well-earned reflection of their impact and leadership.”
As The Petrie Group continues to serve clients throughout Nevada and beyond, this recognition reinforces the team’s dedication to delivering exceptional guidance and service. Their work stands as a model of what can be achieved when experience, integrity, and collaboration come together to support long-term financial success.
To learn more about Lisa Petrie and The Petrie Group, visit their team page at tsgwm.com/the-petrie-group.
If you’re an advisor looking for a new place to grow your practice—surrounded by like-minded professionals and backed by a trusted name—TSG Wealth Management invites you to start a conversation today.
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). See full disclosure.
High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.