May 27, 2026 Lisa Petrie Ranked #8 on 2026 Forbes Best-In-State Wealth Advisors List
TSG is excited to announce that Lisa Petrie, CFP®, Managing Director and founder of The Petrie Group of TSG Wealth Management, has been ranked #8 on the 2026 Forbes Best-In-State Wealth Advisors list for Nevada.
With more than 30 years of experience guiding wealthy families, Lisa Petrie has established a strong reputation for delivering thoughtful, long-term wealth strategies. As the leader of The Petrie Group in Incline Village, Nevada, she focuses on wealth preservation, asset growth, tax-efficient strategies, liability management, and charitable giving for entrepreneurs, business owners, and active affluent families.
Lisa brings a client-centered approach to every relationship, creating custom-tailored recommendations that reflect each client’s unique goals, family dynamics, and risk tolerance. She emphasizes building long-term security and confidence so clients can focus on what matters most in their lives and legacies.
“I’m honored by this individual recognition, but it is about more than me, it reflects the dedication and hard work of our entire team,” said Lisa. “Helping clients navigate complex decisions with clarity and care is at the heart of what we do. Our priority is making a positive difference in the lives of our clients and their families through sound, long-term wealth guidance.”
The Forbes Best-In-State Wealth Advisors list, developed by SHOOK Research, evaluates advisors based on factors including experience, compliance standards, assets under management, revenue produced, and overall quality of practice. Securing a top 10 position in Nevada underscores Lisa’s consistent excellence and the quality of service she and her team deliver.
“Lisa has an outstanding ability to simplify complex wealth challenges and deliver strategies that truly align with what clients want to achieve for themselves and future generations,” said Mark Schulten, Managing Partner. “Her client-first mindset and steady leadership continue to raise the bar for her group and across our practice.”
Under Lisa’s leadership, The Petrie Group continues to thrive as a collaborative team dedicated to exceptional client service. The group, which includes experienced professionals such as Vice Presidents Serina Foster and Claire Bowie, CFP®, Senior Registered Client Associate Belinda Dawson and Registered Client Associate George Trigueros, treats clients like family while helping multiple generations preserve and grow their wealth.
“Working with Lisa, you quickly see her genuine commitment to doing what’s right for every client,” said Allen Schreiber, Partner. “This latest Forbes recognition is a well-deserved reflection of her expertise, integrity, and the outstanding results her team consistently delivers.”
This team-oriented environment allows The Petrie Group to deliver consistent, high-quality service while maintaining the personal touch clients have come to expect. The group’s continued success reflects TSG’s broader commitment to integrity, transparency, and building lasting client relationships.
“Lisa’s depth of knowledge and dedication to her clients set a high standard across TSG,” said Brian Borst, CEO of TSG. “This recognition reflects both her individual expertise and the level of excellence The Petrie Group brings to every client relationship.”
As she continues to lead The Petrie Group, Petrie remains focused on delivering personalized guidance, developing her team, and building lasting relationships that support clients across generations. Her inclusion in this year’s list reflects both her individual experience and the strength of the practice she has built.
For more about Lisa Petrie and The Petrie Group, visit the The Petrie Group of TSG Wealth Management team site!
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.
2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (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.