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 Featured in Barron’s “How to Invest for a Post-COVID World”
Senior Advisor Gretchen Hollstein, CFP® was highlighted in a recent Barron’s article, which featured a select group of investment professionals responding to how they are modifying clients’ portfolios given the current environment.
A Sustainable Investing Lexicon
From its origin in socially responsible and values-based strategies, sustainable investing today offers a broad universe of options that help pair investment goals with positive outcomes for society and the planet. With more tools than ever to support our clients in building sustainability into their investments, we want to share our thinking on this evolving space. A good place to start is simply defining terms.
Advisor Showcase: Guiding Clients Through Pandemic-Driven Uncertainty
Litman Gregory’s senior advisors were featured in North Bay Business Journal’s report on wealth managers. The survey posed questions about the impact of COVID-19 on client relationships, common mistakes investors make in times of great uncertainty, and more. In this post, we share a selection of responses from members of our advisory team.