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.
Gretchen Hollstein Named to 2019 List of Top Wealth Advisor Moms
We are pleased to share that our very own Gretchen Hollstein, CFP® was recently recognized as one the 2019 Top Wealth Advisor Moms by Working Mother and SHOOK Research.
Year-End Tax Planning For 2019
As we move closer to year-end, there are numerous tax planning techniques we consider for our clients, depending on each individual situation. In this post, we provide a description of a few of those tax planning strategies, as well as some of the ways we seek to maximize the tax-efficiency of our client portfolios.
Investment Key Takeaways—Third Quarter 2019
Out of the current tug of war between U.S. trade policy and global monetary policy, we see two widely divergent, if not binary, possible market outcomes—a recessionary event or a cyclical rebound. Our client portfolios should be resilient in either scenario.