Larkspur, United States
Litman Gregory Wealth Management is a San Francisco Bay area-based wealth management firm that has been in the industry since 1987. With a nationwide client base, the firm focuses on delivering independent wealth management services, backed by over three decades of experience in investment research and personalized wealth management for individuals and multigenerational families. Litman Gregory also extends its support to nonprofit organizations by serving as their fiduciary partner and outsourced chief investment officer, showcasing a commitment to social responsibility.
In June 2021, Litman Gregory became a part of IM Global Partner, a privately held global asset management network dedicated to investment and wealth management. This strategic partnership will allow Litman Gregory Wealth Management to leverage joint capabilities, common values, and strengths, further enhancing their commitment to investment excellence, innovation, and client service. This move signifies the company's dedication to continuously improving and expanding its services to clients.
As a firm obsessed with the financial well-being of its clients, Litman Gregory Wealth Management offers a personalized approach to wealth management, ensuring that it aligns with the specific needs and goals of each individual and family they serve. The firm's commitment to transparency is reflected in its disclaimer, emphasizing their intention to provide information and not investment, tax, or legal advice.
For more information about their approach, individuals can visit www.lgam.com or contact [email protected]. Whether navigating personal wealth management or seeking expert financial guidance, Litman Gregory stands out as a trusted partner with a proven track record in the finance, financial services, and wealth management industries.
