For many years, our team at Litman Gregory has referred to the services we offer to our individual and family clients as “wealth management“, and for our nonprofit clients as their “outsourced CIO”. To us, these descriptions communicate that we provide both investment management and financial planning in an integrated way to support our clients’ broader wealth planning and mission-based goals. Although we’ve used this terminology internally and in conversations, our company name and logo have still read Litman Gregory Asset Management. Now, you will see that we updated our name to better represent the breadth of our services. We hope you enjoy our Litman Gregory Wealth Management logo!
Gretchen Hollstein and Monica Muñoz Named to 2021 Top Wealth Advisor Moms List
We are pleased to announce that Senior Advisors Gretchen Hollstein, CFP® and Monica Muñoz, CFP® have been named as two of the country’s Top Wealth Advisor Moms for 2021 by Working Mother. This recognition is a testament to their passion for both roles they hold, advisor and parent.
Commentary from Our CIO—Third Quarter 2021
Chief Investment Officer Jeremy DeGroot reviews key elements of the global macro environment and how they impact our financial market outlook: COVID-19, U.S. economic policy, growth, and inflation. He also covers our reasons for near-term caution on U.S. stocks, and an in-depth review of emerging market equities, in light of recent market headlines and regulatory developments in China.
Introducing Litman Gregory’s Updated Logo
For many years, our team has referred to the services we offer to our clients as "wealth management". To us, this communicates that we provide both investment management and financial planning in an integrated way to support their broader wealth planning goals. As of today, we have officially updated our name and logo.