Your peace of mind comes from the absolute confidence that every member of the Litman Gregory team shares a singular and overriding commitment to your financial well-being.
In addition to applying our investment expertise, we partner with our clients to help plan the entire scope of their finances and deliver an exceptional client experience–these are key to both our clients’ success and our own.
Achieving financial independence and the legacy that goes with it requires more than commitment on your part–it demands a highly skilled partner to help you envision your future and guide you along the way. As your partner, we bring a deep knowledge of investments and the full range of wealth planning strategies that can be employed to maximize your success.
As your fiduciary partner, we work with you to understand what your organization is about–the long-term objectives, fundraising goals, spending policies, and anything else that affects your success. Serving as the Outsourced Chief Investment Officer, we create and implement the investment policy needed to empower your organization. Simply put, your mission is our mission.
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.