We are pleased to share news that we opened a new Litman Gregory office in the Central Valley, expanding our Northern California office locations beyond those already located in Larkspur, Walnut Creek, San Francisco, and Palo Alto.
The new office serves to deepen our 30-plus-year ties with clients and professional partners in the region, and it also allows us to provide more support to our growing team in Lodi and Stockton. In 2018, we expanded our wealth advisory team with the addition of Lodi-based advisor Danny Miladinovich, and in 2019, we further deepened our team with the integration of Stockton-based Welz Financial Services.
Our new office is located in the A.G. Spanos Building at:
10100 Trinity Parkway, Suite 450
Stockton, CA 95219
“By expanding our geographic footprint, we are setting up our team to better serve our clients,” said Alice Lowenstein, managing director of Litman Gregory’s wealth management services. “We see this new office as a win-win—our Litman Gregory and Welz clients in the Central Valley will continue working with the advisory team they know and trust, and we have increased resources to serve the community.”
We are grateful to our clients and professional partners in the Central Valley for the trust and warm welcome we have always received from them. We look forward to welcoming you to our new office soon.
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.