Wealth Management for Individuals & Families

At Litman Gregory, we partner with people at many stages of life, from busy executives and individual entrepreneurs to young couples planning for a family’s future and multigenerational families managing their legacy. In every case, including yours, our experienced advisor professionals deliver comprehensive wealth management to coordinate all facets of your finances, while managing your investments in a way that best supports your financial goals.

Personal Wealth Management

Our advisory process is collaborative and founded on listening so that we can gain a deep understanding of your priorities, values, and goals. Before we can propose an effective strategy or portfolio, we need to first understand your vision for your future; only then can we use our expertise to help you implement a plan to make that vision a reality.

While you should look for a firm that is highly competent, we believe that helping you realize your future requires an extraordinary level of personal commitment, as well. It is for that reason that we have carefully selected a team of people who demonstrate a high level of responsibility in serving our clients’ best interests and being dedicated to their financial well-being.

Investment Solutions

There are a few other things we want you to know about us: We believe it is our job to tell you what we think in simple, honest terms no matter what. We are highly driven and passionate about our work—we love what we do. We own our business and believe our independence is important to building lifetime partnerships with our clients, and we will never give that up. In fact, these are the core values that have been with us since day one and that every person on the team shares: integrity, passion, excellence and the courage to do what’s right.

We are proud that this straightforward approach has bloomed into many decades-long relationships. We are grateful for the trust our clients place in us, and we work hard to earn this trust every day. Put simply, you must be successful for us to be successful, and that drives us.

We encourage you to read on and learn more about us, or let’s talk and we can help you decide whether we’re the right kind of firm for you.

Helpful Insights

News & Updates

Cybersecurity Reminder

In recent months, we have heard about and witnessed a disturbing spike in cybercrime attempts. Because of this unfortunate increase, we are taking this opportunity to remind you to remain vigilant and cautious when receiving phone calls, text messages, and emails that appear to ask for a response.

Investment Perspectives

Insights on Market Impact of Presidential Elections

With the U.S. set to choose its next President in less than two weeks, we want to share our views on portfolio positioning as we look ahead to the election.

Investment Perspectives

Third Quarter 2024 Investment Commentary

Volatility unfolded in the third quarter as investors parsed through economic data attempting to gauge whether the economy will slow and how much the Federal Reserve would need to lower interest rates to prevent a recession. Toward the end of September, the Fed opted for a shift in policy and reduced the Fed Funds rate by a half percentage point.