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.
Replay: Year-End Planning Webinar
Litman Gregory Senior Advisors Chris Wheaton and Gretchen Hollstein host this client webinar to cover some timely tax and estate planning considerations, and also share ideas for optimizing charitable gifts as we enter the year-end season.
The Market Reacts to the Election
This year’s election results arrived later than usual, but the U.S. stock market had its best post-election day since 1952. With some election uncertainty remaining, COVID-19 cases on the rise, and an economic recovery slowing, this has led to some confusion about the market reaction and what lies ahead. As always, we emphasize the importance of having a healthy level of respect for the unpredictable nature of the markets over the short term.
A “Wealth Advisor Mom” Reflects on Advising & Parenting in a Pandemic
In a year when the demands on parents and advisors have both increased in intensity, we are pleased to announce that Gretchen Hollstein, CFP® was recognized again as one of the Top Wealth Advisor Moms for 2020 by Working Mother. Gretchen reflects on the challenge of parenting kids in remote learning while working as a wealth advisor, and her gratitude for being able to continue serving clients during this volatile time.