You could say we’re obsessed with wealth management, but it’s really your financial success that drives us. Our approach is focused and customized – we combine our planning and investment expertise, with an intellectual honesty that demonstrates our commitment to helping our clients achieve their goals.
Our experienced advisor team has over 20 years of experience in financial planning and investment management, with numerous areas of expertise and industry designations (CFA, CFP®, CPA, MBA, etc.). They work in tandem with our dedicated investment research team, with two decades in the investment industry. This combination of professionals, coupled with our client-first service focus, enables us to be both proactive in coordinating our client’s complex financial situations and responsive to day-to-day needs.
Our Mission is to make a positive difference in the lives of our clients by professionally dedicating ourselves to their financial well-being.
We adhere to the highest standards of fairness, honesty, and independent thinking. We do what is right and ethical no matter what.
We strive to excel in everything we do. We bring our best effort, expertise, experience, creativity, and intellectual vigor so that we deliver on our mission.
We demonstrate enthusiasm, dedication, and drive. We approach everything with energy, confidence, and a positive attitude.
We have the courage to act on our values and convictions when they are tested. We speak up when necessary, and hold ourselves accountable. We make rational decisions and commit to them without allowing ego or fear to hold us back.
Incorporating “Giving Tuesday” and End-of-Year Donations into Your Philanthropic Plan
Giving Tuesday shines a light on philanthropy and encourages you to maximize your impact on the causes and organizations most important to you. In this post, we share the tips and strategies that we find useful in our philanthropic planning with clients.
Replay: 2021 Year-End Wealth Planning Webinar
This time of year presents an opportunity to check in on your financial goals and revisit the strategies that best position you for year-end and the coming year. In this replay, Litman Gregory Senior Advisors cover a variety of important financial planning topics to guide your planning, including tax strategies and estate planning.
Tax Planning for All Seasons
While we await final details of the “human infrastructure” spending bill and any incorporated tax law changes, we share some timeless tax planning techniques and ways that we seek to optimize the tax-efficiency of our client portfolios during the tax year.