The Litman Gregory Larkspur Office is making a move! After many wonderful years on the corner of Larkspur Landing Circle, we came to realize the building couldn’t support our growing needs. Effective November 1st, we will be relocated just a short walk down the street to a more contemporary building, with a spacious courtyard and newly renovated suite designed for more collaboration among employees. We look forward to hosting clients in this beautiful space.
Our new office is located in The Exchange at:
900 Larkspur Landing Circle
Larkspur, CA 94939
Our business remains fully operational during the move, and we continue to serve clients from four other offices in San Francisco, Palo Alto, Stockton, and Walnut Creek.
Please update your records and feel free to contact us with any questions. We look forward to welcoming you to our new location as soon as it is safe to do so!
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.