Litman Gregory is a nationally recognized boutique wealth management firm that has been helping clients reach their financial goals for more than three decades.
Achieving financial peace of mind and the legacy you want to create takes more than commitment on your part—it requires a highly skilled partner to help you envision the future and guide your strategic planning along the way. As your advisor, we bring a full range of wealth planning strategies and deep knowledge of investments to help you attain financial success.
As your Fiduciary Partner, we want to understand your organization’s vision and support its success. Serving as the Outsourced Chief Investment Officer, we create and implement the investment policy your organization needs to deliver on its mission. We work with you to meet long-term objectives, understand fundraising goals, analyze spending policies, and provide the continuity of a single dedicated partner to help guide today’s members of your organization and those who will join your cause in the years ahead.
Your peace of mind comes from the absolute confidence that every member of the Litman Gregory team shares a singular and overriding commitment to your financial well-being.
In addition to applying our investment expertise, we partner with our clients to help plan the entire scope of their finances and deliver an exceptional client experience – these are key to both our clients’ success and our own.
Jason Steuerwalt, CFA