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!
Gretchen Hollstein and Monica Muñoz Named to 2021 Top Wealth Advisor Moms List
We are pleased to announce that Senior Advisors Gretchen Hollstein, CFP® and Monica Muñoz, CFP® have been named as two of the country’s Top Wealth Advisor Moms for 2021 by Working Mother. This recognition is a testament to their passion for both roles they hold, advisor and parent.
Commentary from Our CIO—Third Quarter 2021
Chief Investment Officer Jeremy DeGroot reviews key elements of the global macro environment and how they impact our financial market outlook: COVID-19, U.S. economic policy, growth, and inflation. He also covers our reasons for near-term caution on U.S. stocks, and an in-depth review of emerging market equities, in light of recent market headlines and regulatory developments in China.
Introducing Litman Gregory’s Updated Logo
For many years, our team has referred to the services we offer to our clients as "wealth management". To us, this communicates that we provide both investment management and financial planning in an integrated way to support their broader wealth planning goals. As of today, we have officially updated our name and logo.