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Lisa Petrie, CFP® Ranks #1 Best-In-State Women Advisors By Forbes

Lisa Petrie, CFP® Ranks #1 in Nevada Best-In-State Women Advisors By Forbes

Lisa Petrie, CFP®, the founder of The Petrie Group of TSG Wealth Management, continues to shine in the wealth management industry, securing top honors in the prestigious Forbes rankings for 2024. Ranked #1 on the Forbes Best-In-State Women Advisors and #13 on the Forbes Best-In-State Wealth Advisors lists for Nevada, Lisa’s recognition reaffirms her exceptional skills and unwavering commitment to her clients’ financial well-being.

With a mission to provide objective and timely financial advice with the highest level of professional service, Lisa Petrie and The Petrie Group focus on delivering comprehensive wealth management solutions to entrepreneurs, business owners, and active families. Their approach encompasses preserving wealth, growing assets, tax-efficient investing, liability management, and charitable giving, all aimed at enabling clients to feel secure and confident in their financial choices.

Reflecting on her recent accolades, Lisa Petrie expressed gratitude and pride in her team’s dedication to delivering exceptional service and results for their clients. “I am incredibly grateful for this recognition and proud of the commitment to excellence demonstrated by our team at The Petrie Group,” said Lisa. “These awards highlight our unwavering dedication to helping our clients achieve their financial goals and aspirations.”

Allen Schreiber, Partner at TSG Wealth Management, spoke highly of Lisa’s exceptional performance and leadership. “Lisa’s recognition as the #1 Best-In-State Women Advisor in Nevada and #13 Best-In-State Wealth Advisor by Forbes is a testament to her dedication, expertise, and passion for delivering exceptional results for her clients,” said Schreiber. “Her commitment to excellence serves as an inspiration to all of us at TSG Wealth Management.”

Forbes’ rigorous evaluation process emphasizes advisors’ dedication to having a positive impact on their clients’ lives, with a focus on delivering meaningful outcomes. The recognition of Lisa Petrie as the #1 Best-In-State Women Advisor in Nevada is a beacon, shining light directly on her dedication, expertise, and passion for helping clients navigate their financial futures.

“Lisa’s recognition by Forbes underscores her exceptional performance and expertise in the wealth management industry,” emphasized Managing Partner, Mark Schulten. “Her #1 ranking in Nevada is truly remarkable. To be the top advisor in Nevada reflects her ability to connect with clients and deliver tailored solutions based on their specific needs.”

Brian Borst, CEO of TSG Wealth Management, praised The Petrie Group’s remarkable achievements and highlighted their dedication to excellence. “Lisa Petrie’s recent accolades from Forbes highlight The Petrie Group’s outstanding performance and unwavering commitment to delivering exceptional service,” said Borst. “We are honored to have Lisa and her team as part of our team.”

Lisa’s recent recognition by Forbes is a culmination of years of dedication and unwavering commitment to her clients. Lisa and her team at The Petrie Group look to continue setting the standard for excellence in wealth management. If history is any indication, Lisa and her team are poised to make a lasting impact on the financial industry and the financial futures of their clients.

2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com). 2024 Forbes Top Women Wealth Advisors: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 – 9/30/23 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Best-in-State Wealth Advisors / 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.

High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.