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.

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

2026 Forbes Top Women Wealth Advisors: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25 (Source: Forbes.com). 2025 Forbes Top Women Wealth Advisors: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 – 9/30/24. 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. View Award Disclosures

2026 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25 (Source: Forbes.com) 2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 – 9/30/24. 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 – 9/30/23. 2023 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 – 9/30/22. 2022 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 – 9/30/21. 2021 Forbes Top Women Wealth Advisors Best-in-State: Awarded March 2021; Data compiled by SHOOK Research LLC based on the time period from 9/30/19 – 9/30/20. 2020 Forbes Top Women Wealth Advisors Best-in-State: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 – 9/30/19. 2019 Forbes Top Women Wealth Advisors Best-in-State: Awarded April 2019; Data compiled by SHOOK Research LLC based on the time period from 9/30/17 – 9/30/18. 2018 Forbes Top Women Wealth Advisors Best-in-State: Awarded May 2018; Data compiled by SHOOK Research LLC based on the time period from 9/30/16 – 9/30/17. View Award Disclosures

2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-in-State Wealth Advisors: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 – 9/30/23. 2023 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 – 9/30/22. 2022 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 – 9/30/21. View Award Disclosures

2024 Barron’s Top 100 Women Advisors: Awarded July 2024; Data Compiled by Barron’s based on the time period from Apr. 2023 – Mar. 2024 (Source: Barrons.com). 2023 Barron’s Top 100 Women Advisors: Awarded June 2023; Data Compiled by Barron’s based on the time period from Apr. 2022 – Mar. 2023. 2022 Barron’s Top 100 Women Advisors: Awarded June 2022; Data Compiled by Barron’s based on the time period from Apr. 2021 – Mar. 2022. 2021 Barron’s Top 100 Women Advisors: Awarded June 2021; Data Compiled by Barron’s based on the time period from Apr. 2020 – Mar. 2021. 2020 Barron’s Top 100 Women Advisors: Awarded June 2020; Data Compiled by Barron’s based on the time period from Mar. Apr. – Mar. 2020. 2019 Barron’s Top 100 Women Advisors: Awarded June 2019; Data Compiled by Barron’s based on the time period from Apr. 2018 – Mar. 2019. 2018 Barron’s Top 100 Women Advisors: Awarded June 2018; Data Compiled by Barron’s based on the time period from Apr. 2017 – Mar. 2018. 2017 Barron’s Top 100 Women Advisors: Awarded June 2017; Data Compiled by Barron’s based on the time period from Apr. 2016 – Mar. 2017. 2016 Barron’s Top 100 Women Advisors: Awarded June 2016; Data Compiled by Barron’s based on the time period from Apr. 2015 – Mar. 2016. 2015 Barron’s Top 100 Women Advisors: Awarded June 2015; Data Compiled by Barron’s based on the time period from Apr. 2014 – Mar. 2015. 2014 Barron’s Top 100 Women Advisors: Awarded June 2014; Data Compiled by Barron’s based on the time period from Apr. 2013 – Mar. 2014. 2013 Barron’s Top 100 Women Advisors: Awarded June 2013; Data Compiled by Barron’s based on the time period from Apr. 2012 – Mar. 2013. 2012 Barron’s Top 100 Women Advisors: Awarded June 2012; Data Compiled by Barron’s based on the time period from Apr. 2011 – Mar. 2012. 2011 Barron’s Top 100 Women Advisors: Awarded June 2011; Data Compiled by Barron’s based on the time period from Apr. 2010 – Mar. 2011. 2010 Barron’s Top 100 Women Advisors: Awarded July 2010; Data Compiled by Barron’s based on the time period from Apr. 2009 – Mar. 2010. 2009 Barron’s Top 100 Women Advisors: Awarded June 2009; Data Compiled by Barron’s based on the time period from Apr. 2008 – Mar. 2009. 2008 Barron’s Top 100 Women Advisors: Awarded June 2008; Data Compiled by Barron’s based on the time period from Apr. 2007 – Mar. 2008. View Award Disclosures

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). 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24. See full disclosure. 

Latest News From The Petrie Group

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