Two of Litman Gregory’s senior advisors and principals, Gretchen Hollstein, CFP® and Chris Wheaton, CPA, CFP®, have been named to Forbes’ Best-in-State Wealth Advisors list for 2020. Published on Forbes.com, the list recognizes financial advisors from all 50 states who have demonstrated high levels of ethical standards, professionalism and success in the business.
“Gretchen and I are honored to be included on the Forbes list of best-in-state advisors,” said Wheaton. “Every client relationship draws on a team that includes our experienced advisors, investment professionals, client service and operations specialists, and we are grateful for the Litman Gregory team who joins us in our dedication to helping clients achieve their personal and financial goals.”
Gretchen joined Litman Gregory in 2005 and became a principal in 2010. She has over 20 years of experience providing investment advisory services to individuals, family groups, and nonprofits. Her experience includes extensive work in personal financial analysis, asset allocation, retirement planning, and multi-generation family gift and legacy planning.
Chris joined Litman Gregory in 1997 and became a principal of the firm in 2001. Chris has over 25 years of experience in the investment industry serving individuals, family groups, endowments, foundations, and retirement plans. His specialties include income tax planning, financial planning, and retirement planning.
Learn more about Litman Gregory’s services for high-net-worth individuals, multi-generational families, and nonprofits here.
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.