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, etc.). They work in tandem with our dedicated iMGP 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.
Insight Newsletter—Third Quarter 2022
Read our latest Insight Newsletter. Included this quarter is our recent investment commentary, an update on inflation-protected bonds, an overview of I Savings Bonds, cybersecurity protection tips, tax planning strategies, team announcements and more!
‘Tis the Season for Giving: Charitable Gift Planning
Giving Tuesday – a global day of philanthropy – is a fitting time to consider your charitable goals and how to maximize your impact on the causes and organizations most important to you. In this post, we share strategies that we find helpful in planning discussions with our clients, including how to engage your next generation in philanthropic giving.
Planning for One Thing That’s Certain: Taxes
With just a few months left in a year full of uncertainties, we wanted to share some timeless planning techniques for one of the year’s certainties: Taxes. This post covers strategies that Litman Gregory Wealth Management considers as we help our clients optimize the tax-efficiency of their overall planning as well as our portfolio management throughout the tax year.