In the following blog post, Alice Lowenstein, Managing Director and Principal with Litman Gregory, reflects back to our clients on the inspiration we get from working with them to achieve their unique definitions of financial peace of mind.
To our clients:
As the Managing Director, I oversee our Wealth Management business, which is quite a broad and varied role but one that boils down to a single essential responsibility: our clients’ success.
Really that’s everyone’s core job at Litman Gregory. It was Ken and Craig’s job when they founded the firm more than 30 years ago and it’s equally true for us today.
Indeed, one of the things I love about my work is I see this dedication to our clients every day, in big and small ways:
What keeps us going—what inspires us—is you, our clients. What you do and what we have the privilege to work with you to accomplish. Here are just a few examples:
These are our clients’ stories—and our inspiration. We thank you for sharing them and we commit that as your partner we will do everything possible to provide peace of mind and the ability to achieve the things that matter.
On behalf of everyone at Litman Gregory, we wish you a joyous New Year, and send our sincere thanks and gratitude for the opportunity to serve you.
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.