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

Investment Perspectives

Market Insights – Increased Volatility and a Shift in Underlying Trends

Heading into this year we expressed cautiousness and the potential of market volatility, given elevated stock valuations, the possibility of slowing economic growth, and uncertainty from proposed policy changes – and indeed this is what we’ve seen play out this month. In this post we review recent market developments and what they mean for the portfolios we manage.

Wealth Planning

Recognizing the Women in Our Firm on International Women’s Day

On International Women’s Day, we proudly shine a light on the many women at Litman Gregory Wealth Management who collectively represent 64% of our firm. Their expertise and leadership bring invaluable insights and guidance to our internal teams as well as our wealth management clients. As women in the U.S. are poised to control an increasingly significant share of financial assets in the coming years, we know the wealth management industry must evolve to meet their needs. This just reaffirms our commitment to shaping a more client-focused approach to wealth management.

Wealth Planning

Tips & Reminders for Your Tax Reporting

With tax reporting deadlines looming, we are already working with our clients to support their effort to gather and report pertinent tax information about their investments. Since we do this work every year, we wanted to share some key reminders and tips to keep in mind that we believe will help prepare for a smooth tax filing process.