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.
Investment Key Takeaways—Second Quarter 2019
After global stock markets got a jump start on the year thanks to progress in U.S.-China trade negotiations and a newly “patient” Fed, an abrupt breakdown in the trade talks spurred a sharp market sell-off in May. But stock markets rebounded in June with expectations of Fed rate cuts later in the year and (tentative) signs of re-engagement on the U.S.-China trade front.
Commentary from our CIO—Second Quarter 2019
The first half of 2019 saw robust gains across most asset classes, but it certainly wasn’t a smooth ride. Chief Investment Officer Jeremy DeGroot discusses our current outlook on the markets, central bank monetary policy, and the global economy in this quarter’s update.
Financial Times Names Litman Gregory to 2019 Top RIA List
Litman Gregory is pleased to share that our firm has been recognized in numerous financial services industry lists and rankings from publications including the SF Business Times, Financial Advisor Magazine, and most recently the Financial Times.