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.
We Walked From Larkspur to Paris to Celebrate the Anniversary of Joining iM Global Partner
Our employees logged 13.2 million steps in only 23 days to complete a firm-wide walking challenge to commemorate the anniversary of joining Litman Gregory and iM Global Partner. We were proud to partner with colleagues from different countries as we raised money for charities and celebrated our firm's expanded global footprint!
Commentary from Our CIO—Second Quarter 2022
It’s been an extremely difficult first half of the year for investors, with equity markets falling into bear market territory and what are usually “low-risk” bond markets registering low double-digit losses. In this investment commentary, our CIO, Jeremy DeGroot, digs into the recent market and economic developments as well as our near-to-medium-term outlook.
Chris Wheaton & Gretchen Hollstein Named as 2022 Forbes Best-in-State Wealth Advisors
We are thrilled to share that Litman Gregory Senior Advisors Chris Wheaton and Gretchen Hollstein have been named to the Forbes Best-in-State Wealth Advisors List for 2022, the third consecutive year.