Litman Gregory Wealth Management Advisors Named to Forbes 2025 Lists

May 5, 2025

We are proud to announce that members of our advisory team have recently been recognized for excellence and included in the Forbes Best-in-State 2025 Wealth Advisors list and in the Forbes Top Women Wealth Advisors Best-in-State 2025.

Published on Forbes.com, these lists serve to spotlight top wealth advisors who have demonstrated high levels of ethical standards and success in their wealth management businesses. Forbes and SHOOK Research use a selection process that is based on several key factors, including their years of experience, assets under management, compliance reviews, community involvement, and their approach to working with clients.

Congratulations to our entire team, as this recognition would not be possible without the hard work all our team members do every day on behalf of our clients.

Sending out a special thank you to our clients! We are so grateful for each of you and highly appreciative of the trust you place in us to advise you, your family, and/or your organization through many market environments and life transitions.

The full Forbes’ top wealth advisor lists can be viewed here:

https://www.forbes.com/lists/best-in-state-wealth-advisors/

https://www.forbes.com/lists/best-in-state-women-advisors/

The Forbes ranking is based on qualitative and quantitative criteria developed by SHOOK Research. No compensation was provided in exchange for this ranking. Ranking data as of 9/30/2024. This recognition is not indicative of future performance or representative of any one client’s experience, and there is no guarantee of future investment success. Litman Gregory Wealth Management is not affiliated with Forbes or SHOOK Research.

Helpful Insights

News & Updates

Litman Gregory Wealth Management Advisors Named to Forbes 2025 Lists

We are proud to announce that members of our advisory team have been named again to the Forbes Best-in-State Wealth Advisors and Top Women Wealth Advisors lists for 2025. We would like to thank our clients, as it's your trust that makes this recognition possible.

Investment Perspectives

First Quarter 2025 Recap: Investment Commentary Summary

In this condensed summary of our quarterly investment commentary, we cover a review of the markets, which were tested in the first months of 2025 as tariff announcements and renewed trade tensions sparked a sharp pullback in U.S. stocks. Despite the headlines, not all areas of the market moved in unison—foreign stocks and high-quality bonds posted gains, reinforcing the value of a diversified approach. This summary also covers the evolving impact of global trade policy, implications for inflation and Federal Reserve policy, and why staying disciplined during times of uncertainty is key to long-term success.

Investment Perspectives

First Quarter 2025 Investment Commentary

Markets were tested in these first months of 2025, as tariff announcements and renewed trade tensions sparked a sharp pullback in U.S. stocks. Despite the headlines, not all areas of the market moved in unison—foreign stocks and high-quality bonds posted gains, reinforcing the value of a diversified approach. In this quarter’s commentary, we explore the evolving impact of global trade policy, the implications for inflation and Federal Reserve policy, and why staying disciplined during times of uncertainty is key to long-term success.