Litman Gregory Asset Management

Litman Gregory is a nationally recognized boutique wealth management firm with over 30 years of experience guiding individuals and non-profits to achieve their financial goals. We go beyond simply managing investments to create a holistic financial plan that aligns with your values, aspirations, and long-term objectives.

Individuals & Families

Achieving financial peace of mind and creating a lasting legacy requires more than just commitment. It demands a skilled partner to help you envision the future and implement strategic plans to turn that vision into reality. At Litman Gregory, we offer:

• Comprehensive wealth planning and investment strategies
• Experienced and credentialed advisory team
• Personalized and collaborative approach to financial management
• Transparent and open communication every step of the way

Endowments & Foundations

As a fiduciary partner, we understand the unique challenges and opportunities faced by endowments and foundations. We offer:

• Outsourced Chief Investment Officer services
• Customized investment policies aligned with your mission
• Comprehensive fundraising and spending analysis
• Continuity and guidance for current and future generations of stakeholders

Our Client-Centric Approach

At Litman Gregory, we believe in building lasting and meaningful relationships with our clients. We are committed to:

• Providing personalized attention and guidance
• Utilizing our expertise to create tailor-made solutions
• Delivering exceptional client experiences that exceed expectations
• Maintaining open communication and transparency
• A focus on your financial well-being is our top priority

Our Values and Beliefs

Our values are deeply embedded in our DNA. We believe in:

• Integrity: Upholding the highest ethical standards and transparency in all our interactions.
• Client Focus: Prioritizing your needs and aspirations above all else.
• Collaboration: Working alongside you to achieve your financial goals.
• Sustainability: Building a legacy of success that spans generations.
• Passion: A genuine interest in your well-being and financial success.