Litman Gregory Wealth Management has been named by Forbes as one of America’s Top RIA Firms for 2023. Published on Forbes.com, this list highlights registered investment advisory (RIA) firms that have strong pedigrees when it comes to providing a steady hand for clients and preserving their wealth over the long term. Forbes works with SHOOK Research, whose selection process is based on several key factors including firm size, total assets, processes that support client relationships, team purpose, firm culture, leadership, and more. SHOOK Research received 42,643 nominations and from those selected 250 top firms.
“Being named as one of America’s Top RIA firms by Forbes is truly attributable to the entire team at Litman Gregrory Wealth Management and their daily focus on our clients first philosophy,.” said LGWM/iMGP CEO Jeff Seeley. “We are very appreciative to have received this recognition as it further affirms our commitment to our clients.”
At Litman Gregory Wealth Management, we appreciate every employee’s contribution to our company and to our clients, during both good times as well as times of market and economic uncertainty. The dedication our entire team has to our clients and their financial well-being is a source of pride and is only possible because of the trust and confidence placed in us by our clients. For that reason, we celebrate this honor with our clients, and thank each of them for their many years of partnership.
The full list of Forbes’ 2023 America’s Top RIA Firms can be viewed here.
Charitable Gifting Strategies for Giving Tuesday
Giving Tuesday shines a light on philanthropic efforts and serves as a reminder to give to the causes and organizations that mean the most to you. We aim to help our clients define their charitable goals and build a plan that maximizes the impact of their giving, while optimizing their tax situation. In this post, we highlight strategies to help guide your giving this holiday season and throughout the coming year.
Insight Newsletter—Fall 2023
Our Insight Newsletter is now available. Included in this edition: Investment Commentary Reaction to the Conflict in Israel and the Middle East Cybersecurity
It’s Beginning To Look A Lot Like Yearend Tax Planning Season
With just a few months left in the 2023 tax year, we wanted to highlight some timeless tax planning techniques. In this post we share some of the strategies that Litman Gregory Wealth Management considers as we help our clients optimize the tax-efficiency of their overall planning as well as our portfolio management on their behalf throughout the tax year.