Chris Wheaton & Gretchen Hollstein Named as 2021 Forbes Best-in-State Wealth Advisors

Litman Gregory Senior Advisors Chris Wheaton, CPA, CFP® and Gretchen Hollstein, CFP® have been named by Forbes as two of the Best-in-State Wealth Advisors for 2021. Published on Forbes.com, this annual list spotlights top advisors from across the country who have demonstrated high levels of ethical standards and success in the business. Forbes’ selection process is based on several key factors, including their years of experience, assets under management, compliance records, community involvement, and their approach to working with clients.

“Congratulations to Chris and Gretchen on earning this outstanding recognition for two consecutive years,” said Litman Gregory CEO Steve Savage. “Being included in this Forbes ranking is a testament to how well they, and our broader Litman Gregory team, continue to serve our clients’ interests first, even during the challenges and volatility of the past year.”

“It’s an honor to be recognized for the work we do to support our clients’ financial well-being,” said Hollstein. “Being part of our team of skilled wealth advisors and research analysts, who are all primarily focused on client service, allows us to be both proactive in coordinating our client’s financial situations and responsive to day-to-day needs. We are proud of the decades-long relationships we have built with so many clients.”

Chris joined Litman Gregory in 1997 and became a principal of the firm in 2001. He has over 25 years of experience in the investment industry serving individuals, family groups, endowments, foundations, and retirement plans. His specialties include income tax planning, financial planning, and retirement planning.

Gretchen joined Litman Gregory in 2005 and became a principal in 2010. She has over 20 years of experience providing investment advisory services to individuals, family groups, and non-profits. Her experience includes extensive work in personal financial analysis, asset allocation, retirement planning, and multi-generation family gift and legacy planning.

The full list of Forbes Best-In-State Wealth Advisors can be viewed here.

The 2021 ranking of the Forbes’ Best-in-State Wealth Advisors list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 32,000 advisors from across the U.S. were nominated, and over 15,000 were interviewed by SHOOK Research analysts. This year’s list covered 5,224 financial advisors in the U.S. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

Important Disclosure

This written communication is limited to the dissemination of general information pertaining to Litman Gregory Wealth Management, LLC (“LGWM”), including information about LGWM’s investment advisory services, investment philosophy, and general economic market conditions. This communication contains general information that is not suitable for everyone. The information contained herein should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy.

LGWM is an SEC registered investment adviser with its principal place of business in the state of California. LGWM and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by those states in which LGWM maintains clients. LGWM may only transact business in those states in which it is noticed filed, or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by LGWM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.