Senior Investment Advisor Chris Wheaton discusses how he helps his clients drive down the cost of giving by donating long-term capital gain property though Schwab Charitable accounts. Watch the video.
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.
Insight Newsletter—First Quarter 2022
This quarter's client newsletter includes our investment commentary, an update on our firm's investment strategy, the latest Litman Gregory Wealth Management news, and more.