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

Global Trade and Other Impacts on the U.S. Dollar

With the continuing outlook for the U.S. economy generally optimistic, focus has turned to changes coming from the next administration, such as potential reductions in taxes and regulations. Concerns have begun to surface about rising national debt and deficit spending, while the U.S. dollar also faces risks from "de-dollarization" due to geopolitical tensions. In this post we cover an outlook for the U.S. dollar and its position among world currencies.

4 days ago

Investment Perspectives

Client Symposium Replay: Investment Panel Discussion

The investment panel discussion video and accompanying materials from our Fall Client Symposium event are now available for viewing. The panelists covered questions about U.S. fiscal and monetary policy, inflation, the election, and an analysis of the global equity markets and fixed income opportunities.

Wealth Planning

Timely Tax Planning Techniques for 2024

With less than a month left in the 2024 tax year, we wanted to highlight timeless tax planning techniques that can help reduce taxes and potentially improve after-tax investment returns. In this post we share some of the strategies that our advisory team considers as we help clients optimize the tax-efficiency of their overall planning in addition to our portfolio management on their behalf throughout the tax year.