The Petrie Group of TSG Wealth Management

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. The Petrie Group, led by Lisa Petrie, has guided the financial needs of wealthy families for over 30 years.

 

At The Petrie Group, our priority is also our greatest privilege: making a difference in the lives of our clients and their families. Our goal is to help clients build hard-earned financial success into long-term financial security and freedom that opens the door to opportunities. From achieving key life and family goals to fulfilling lifelong dreams, our clients are often able to do more than they thought possible. We find it personally and professionally rewarding to help empower our clients to live their best lives, knowing our insights, knowledge and hands-on guidance have contributed to making an immediate and lasting impact.

 

It is our experience that responsible, holistic wealth management can change our clients’ trajectories for generations to come. We encourage collaboration with entire families as we strive to protect accumulated wealth for the future, educating upcoming generations about the importance of sound strategies to preserving a family’s legacy.

 

Every client at The Petrie Group is unique. We 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.

Family Wealth Management Services

Clients never get a cookie-cutter approach. We believe in treating clients like family, and take pride in forging meaningful long-term relationships in which we become trusted advisors who strive to provide sound direction and support through life’s many milestones. As a testament to the confidence our clients place in us, we are proud to work with multiple generations of our clients and their heirs, many of which have spanned nearly our entire careers.

The Petrie Group

Lisa Petrie, CFP® | The Petrie Group of TSG Wealth Management
Lisa Petrie, CFP®

Managing Director

Cindy Ferrell | TSG Wealth Management
Cynthia Ferrell

Managing Director

Serina Foster | TSG Wealth Management Lake Tahoe
Serina Foster

Vice President

Claire Bowie | Client Relationship Manager | The Petrie Group of TSG Wealth Management
Claire Bowie

Vice President

Belinda Dawson | TSG Wealth Management Lake Tahoe
Belinda Dawson

Senior Registered Client Associate

Adam Rutz | TSG Wealth Management - Incline Village | The Petrie Group
Adam Rutz

Registered Client Associate

Vanessa Diaz | TSG Wealth Management Lake Tahoe
Vanessa Diaz

Client Associate

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Get In Touch With The Petrie Group To Learn More About How We Can Help You

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    Locations:

     

    Long Beach
    6460 East Pacific Coast Hwy, Suite 223
    Long Beach, CA 90803
    562-414-0900

     

    Lake Tahoe
    926 Incline Way, Suite 250
    Incline Village, NV 89451
    775-347-0700