In this video, Senior Investment Advisor Chris Wheaton discusses how he helps his clients drive down the cost of giving though Schwab Charitable accounts.Read More
Our Work with Individuals and Families
Litman Gregory Asset Management was founded to serve the financial and investment needs of individuals and multi-generational families.
As your advisor, we coordinate all aspects of your financial life by developing a unique, detailed plan for wealth preservation and growth, and then delivering on that vision. In short, we guide you to financial confidence by simplifying and organizing your financial life. This involves working side by side over many years, providing both education and guidance as we adjust the plan’s path through the many challenges and opportunities that life offers.
Our job is to make sure you understand what to expect. We don’t rely on convenient questionnaires that replace common sense: we conduct a thorough interview that helps us understand who you are so we can develop a long-term plan and a portfolio of investments that meet your needs.