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!
Introducing Litman Gregory’s Updated Logo
