Litman Gregory is a nationally recognized boutique wealth management firm that has been helping clients reach their financial goals for more than three decades. Achieving financial peace of mind and the legacy you want to create takes more than commitment on your part-it requires a highly skilled partner to help you envision the future and guide your strategic planning along the way.
As your advisor, we bring a full range of wealth planning strategies and deep knowledge of investments to help you attain financial success. As your Fiduciary Partner, we want to understand your organization's vision and support its success. Serving as the Outsourced Chief Investment Officer, we create and implement the investment policy your organization needs to deliver on its mission.
As your advisor, we bring a full range of wealth planning strategies and deep knowledge of investments to help you attain financial success. As your Fiduciary Partner, we want to understand your organization's vision and support its success. Serving as the Outsourced Chief Investment Officer, we create and implement the investment policy your organization needs to deliver on its mission.
Services
You could say we're obsessed with wealth management, but it's really your financial success that drives us. Our approach is focused and customized - we combine our planning and investment expertise, with an intellectual honesty that demonstrates our commitment to helping our clients achieve their goals.
Lasting financial success that spans generations requires access to an array of wealth management services. Our integrated approach begins by learning everything that pertains to your specific financial situation, and at a broader level, understanding the things that matter most to you.
Once we build a deep and rounded understanding of the future you want for yourself and your family, we draw on the breadth of our financial planning expertise to build a strategy that gets you there.Investment management is central to how we help you achieve financial independence and peace of mind.
Once we build a deep and rounded understanding of the future you want for yourself and your family, we draw on the breadth of our financial planning expertise to build a strategy that gets you there.Investment management is central to how we help you achieve financial independence and peace of mind.
At Litman Gregory, we partner with people at many stages of life, from busy executives and individual entrepreneurs to young couples planning for a family's future and multigenerational families managing their legacy.
In every case, including yours, our experienced advisor professionals deliver comprehensive wealth management to coordinate all facets of your finances, while managing your investments in a way that best supports your financial goals.Our advisory process is collaborative and founded on listening so that we can gain a deep understanding of your priorities, values, and goals.
In every case, including yours, our experienced advisor professionals deliver comprehensive wealth management to coordinate all facets of your finances, while managing your investments in a way that best supports your financial goals.Our advisory process is collaborative and founded on listening so that we can gain a deep understanding of your priorities, values, and goals.
At Litman Gregory, your mission is our mission. We believe endowments and foundations require a team of Fiduciary Partners obsessed with the success of their organizations. With over 30 years of experience advising nonprofits, we understand your investment needs and have the expertise to guide your board through the issues that can impact a nonprofit's success.
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