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.

 

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. In a personal strengths profile taken by every person at Litman Gregory, the single highest-ranking trait across the firm was Responsibility. Quite simply, we are wired as a firm to do everything in our power to take care of you!
 

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.