Year End Wishes from Litman Gregory Wealth Management

In reflecting on the events of 2023, we witnessed a positive turn in the financial markets as investors anticipated the possibility of a “soft landing” for the U.S. economy, but we were also disheartened by numerous human conflicts and the devastating results. As we balance these experiences, we are grateful for our business and client relationships, and more than ever we are encouraged to be of service and give back to our community.

As often happens during year-end planning, we are inspired by our clients’ own generosity through their charitable giving and philanthropic plans. Because of our clients, we are also able to provide support within our local communities.

During 2023, we offered both financial contributions and volunteer services to deserving organizations that do amazing work, which in California included:

• Compass Family Services (San Francisco): Since 1908, Compass provides homeless families the tools they need to break the cycle of poverty, helping at-risk families become stably housed, emotionally and physically healthy, and economically self-sufficient.

• Shelter, Inc. (Contra Costa): Shelter works to rebuild the lives of unhoused families through a deep commitment to providing education, training, counseling, and goal planning to help families become stronger and more resilient, and in turn help improve our communities.

• Students Run LA: SRLA supports underserved secondary students by giving them an opportunity to benefit from goal setting and character development through the life-changing experience of training for and completing the Los Angeles Marathon. Afterwards, these students are more likely to exercise regularly, eat healthier, graduate high school, and go on to college.

This year, as much as ever, we appreciated the opportunity to grow as an organization so we can continue to connect with our clients and professional contacts. In recognition of our efforts, it was an honor to be named in Forbes’ America’s Top RIA Firms, knowing this was only possible because of the clients who trust our team to provide them with investment and wealth advisory services.

As 2023 comes to close, all of us here at Litman Gregory Wealth Management wish you and yours an enjoyable holiday season, and the vision and hope for a peaceful and prosperous new year.

Important Disclosure

These materials have been provided by Litman Gregory Wealth Management, LLC (“LGWM”) for informational purposes only. No statement herein is to be construed as a solicitation or recommendation to buy or sell a security. The information contained herein has been derived from sources that we believe to be reliable; however, we do not make any representation as to the accuracy, timeliness, suitability, completeness or relevance of any information. Nothing herein should be construed as legal or tax advice, and you should consult with a qualified attorney or tax professional before taking any action. Information presented herein is subject to change without notice.

LGWM is an SEC registered investment adviser with its principal place of business in the state of California. LGWM and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by those states in which LGWM maintains clients. LGWM may only transact business in those states in which it is noticed filed, or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by LGWM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

The Forbes’ 2023 America’s Top RIA Firms list was published on Forbes.com.  The 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.  Neither Forbes nor SHOOK receive a fee in exchange for rankings.

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