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.
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.