Mar 19, 2026 The Petrie Group Recognized as a Top Team in Nevada on Forbes’ Best-In-State Wealth Management Teams 2026 List
TSG is honored to announce that The Petrie Group has been named to the Forbes Best-In-State Wealth Management Teams list for 2026 as a top team Nevada. The recognition, awarded in January 2026 based on data from March 31, 2024, to March 31, 2025, acknowledges the team’s consistent delivery of wealth management services.
The team is led by Managing Director Lisa Petrie, CFP®, along with Vice Presidents Serina Foster and Claire Bowie, CFP® and supported by Senior Registered Client Associate, Belinda Dawson. They offer comprehensive advisory services to high-net-worth individuals, families, and businesses, focusing on investment management, retirement planning, tax strategies, and legacy planning.
“We are grateful for this recognition from Forbes, which reflects our commitment to providing effective wealth management solutions,” said Lisa Petrie. “We focus on understanding each client’s needs and creating plans that support their long-term goals.”
The team provides integrated services, including portfolio management, retirement income planning, estate considerations, and risk management, customized to client circumstances.
“Our clients rely on us to help manage their financial decisions, and we approach that with care,” said Serina Foster. “We develop long-term relationships and solutions that address both immediate and future requirements.”
Backed by TSG Wealth Management’s resources and network, the team delivers personalized service of a boutique practice with the broader capabilities of a larger operation.
“This Forbes ranking for The Petrie Group highlights the dedication and teamwork that characterize TSG Wealth Management,” said Mark Schulten, Managing Partner of TSG Wealth Management. “With strong leadership and a client-focused approach, they help set the standards we strive to achieve across the practice.”
Petrie’s team is committed to guiding clients toward lasting financial stability and sustainable growth through disciplined wealth planning, proactive strategy, and personalized guidance tailored to each stage of life.
“We view wealth management as aligning investments with clients’ objectives,” added Claire. “This honor underscores the effort our team puts into tailored strategies.”
Discover how The Petrie Group helps clients turn hard-earned financial success into long-term financial security and freedom that opens the door to opportunities — explore their unique approach to blending empathy with strategic financial insight. Visit The Petrie Group page to learn more.
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com). See full disclosure.