Apr 15, 2025 Lisa Petrie Ranks #1 in Nevada and #88 Nationwide on Forbes Top Women Wealth Advisors Lists

INCLINE VILLAGE, NV — TSG Wealth Management proudly congratulates Lisa Petrie, Managing Director of The Petrie Group, for her exceptional accomplishment of being named the #1 Top Woman Wealth Advisor Best-In-State (2025) in Nevada and securing the #88 spot nationwide on the America’s Top Women Advisors (2025) list by Forbes. This marks Lisa’s second consecutive year as Nevada’s top-ranked woman wealth advisor, reflecting her dedication to client service and leadership in the financial industry.

“Being recognized once again as the top woman advisor in Nevada is an incredible honor,” said Lisa Petrie, Managing Director of The Petrie Group. “These achievements are a testament to the trust our clients place in us and the dedication our team brings to helping them pursue their financial goals. Every day, I am inspired by the opportunity to make a meaningful impact in their lives.”

Forbes’ prestigious rankings evaluate advisors based on various criteria, including industry experience, client service, and overall performance. Lisa’s continued recognition demonstrates her unwavering commitment to excellence and personalized financial guidance.

“Lisa’s back-to-back recognition as the #1 woman wealth advisor in Nevada is truly impressive,” said Mark Schulten, Managing Partner of TSG. “Her leadership, expertise, and client-centered approach set a powerful example within our organization and the industry. We are so proud of her continued success.”

The Petrie Group, under Lisa’s leadership, is known for its collaborative approach and dedication to understanding clients’ unique needs. The team’s collective commitment has established them as trusted advisors in the financial community.

“Being part of a team led by Lisa Petrie is inspiring,” said Serina Foster, Vice President of The Petrie Group. “It’s empowering to work alongside strong, trailblazing women who are redefining what it means to provide exceptional wealth management services.”

Lisa’s leadership is characterized by her passion for mentorship and creating a supportive environment. She consistently encourages her team to grow professionally and personally, fostering a workplace culture where innovation and collaboration thrive. The Petrie Group’s client-focused philosophy helps ensure that each investment plan is tailored to meet individual goals and aspirations.

“At The Petrie Group, we believe our strength lies in our unity and shared dedication to our clients,” added Claire Bowie, Vice President. “Lisa fosters an environment where every member contributes their unique insights, ensuring we deliver comprehensive, personalized strategies that serve our clients’ best interests.”

Lisa’s continued leadership and the team’s passion for client success exemplify the values of TSG Wealth Management. Congratulations once again to Lisa Petrie and her team on these outstanding achievements!

To learn more about Lisa and her team visit The Petrie Group team page!

Visit the TSG Wealth Management homepage to learn more about our approach to wealth management or click here to dive deeper into our wealth management services.

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2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 – 9/30/24 (Source: Forbes.com). 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 – 9/30/23 (Source: Forbes.com). The Forbes Top Women Wealth Advisors Best-in-State 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.

2025 Forbes Top Women Wealth Advisors: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 – 9/30/24 (Source: Forbes.com). The 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.