The Petrie Group Joins TSG Wealth Management

The Petrie Group Joins TSG and Opens The New Lake Tahoe Office

INCLINE VILLAGE, NV – TSG Wealth Management is excited to announce that The Petrie Group has joined our team and has opened our brand new Lake Tahoe office in Incline Village, Nevada. The team will operate from both the new Incline Village and the Long Beach locations. Joining TSG Wealth Management is Managing Director, Lisa Petrie, Managing Director, Cynthia Ferrell, Managing Director, Fred Findeisen, Vice President, Serina Foster, Senior Registered Client Associate, Belinda Dawson, and Client Associate, Vanessa Diaz.

The Petrie Group is making the move from Wells Fargo Advisors to TSG Wealth Management with their clients’ best interests at the top of the priority list. The Petrie Group, led by Lisa Petrie, has successfully guided the financial needs of wealthy families for over 30 years. From 2006 to 2022 Barron’s has named Lisa as one of the Top 100 Women Financial Advisors.1 Lisa has also been recognized by Forbes as one of America’s Top Women Wealth Advisors as well as a Best in State Wealth Advisor from 2018 to 2022.2 Lisa and The Petrie Group’s move to join TSG is the next step to providing clients with the best service the industry has to offer.

“At The Petrie Group, our priority is also our greatest privilege: making a difference in the lives of our clients and their families,” says Lisa. “By joining TSG Wealth Management we are continuing to improve and evolve. Allowing us to offer an even higher level of service and expanded capacity to help our clients reach their goals.”

The Petrie Group of TSG Wealth Management is committed to providing objective and timely financial advice and guidance with the highest level of professional service. Coming over with the team is Cynthia (Cindy) Ferrell, for nearly 30 years Cindy has helped wealthy families address their financial concerns and develop sound strategies by focusing on each individual’s specific needs.

“I’m looking forward to continuing to grow and expand my ability to help my clients,” says Cindy. “TSG is going to give me even more options and greater flexibility to solve many of the complex financial issues we encounter.”

The Petrie Group is a natural fit within the culture of TSG Wealth Management. They truly embody our client first mentality and understand that every client is unique. They  custom-tailor recommendations to each client’s circumstances, genuinely listening to everything from goals and responsibilities to family dynamics, taking into consideration their concerns and risk tolerance. By teaming up with TSG Wealth Management they are able to add significant resources and backup in order to enhance the level of service they provide to their clients.

“We created TSG with teams like The Petrie Group in mind,” said TSG Partner, Allen Schreiber. “TSG was created for advisors by advisors in an effort to reduce some of the burdens that independence creates while enhancing the positives that independence brings.”

Also, joining the team with The Petrie Group is Managing Director, Fred Findeisen. Fred began his career on Wall Street in 1960 selling municipal securities to institutions. When he retired from the municipal securities business in 1995, he moved to Incline Village, Nevada and eventually joined forces with The Petrie Group. Currently Fred is operating out of another new TSG location in Aiken, South Carolina.

“TSG is on the forefront of our modern age. With all of the technology we have, I’m able to operate from South Carolina while maintaining a high level of service for all of our clients,” says Fred. “TSG is pushing the boundaries of what is possible, giving me and all advisors flexibility and professionalism. I’m proud to be a part of the team.”

As one of the largest teams in WFAFN, TSG Wealth Management is continually looking to add quality partners to our organization and we are very excited to welcome The Petrie Group. We are confident that they will be an asset in our pursuit of building what we feel is one of the leading wealth management organizations in the country.

“I’d like to personally welcome Lisa, Cindy, Fred, Serina, Belinda and Vanessa,” says TSG Managing Partner, Mark Schulten. “We are excited to expand our ability to serve even more people as they bring their knowledge and success to our team in a new market!”

We are honored to have The Petrie Group join us and we look forward to future success for our clients moving forward. Visit the TSG Wealth Management homepage to learn more about our approach to wealth management or click here to dive deeper into our services.

If you’re an advisor or client associate looking for a new place to call home, learn more on our Join the Team page.

1. The Barron’s Top 100 Women Financial Advisors rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, length of service, quality of practice and client retention.

2. The Forbes Top Women Wealth Advisors and Forbes America’s Top Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.