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.
Advisor Showcase: Guiding Clients Through Post-Recession Uncertainty
The North Bay Business Journal asked our local Litman Gregory advisors to respond to their Wealth Manager Survey by providing opinions on the financial markets, investment opportunities, risks and inflation, as well as lessons learned through the pandemic-induced recession. This post provides a collection of our team's responses.
Finances & Aging: Tips for Planning Ahead
In this interview with Senior Advisor Gretchen Hollstein, we uncover several tips for families as they navigate the issues of financial management that often come with aging. Gretchen explains why this is so important, and how she and the advisors at Litman Gregory work with clients to follow the steps involved in planning ahead.
Research Update: China’s Regulatory Actions in Private Education
Recent regulatory activity has taken place in China that left many investors surprised. In this post, our research team provides a summary of the regulatory actions, our current thinking on China’s longer-term goals, and the potential impact on the assessment of emerging-market stocks.