Litman Gregory Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Founded in 1987, Litman Gregory Wealth Management is a San Francisco Bay area firm serving a nationwide client base and is a pioneer in providing independent wealth management services. For over three decades, Litman Gregory has focused on providing in-depth investment research and personalized wealth management to individuals and multigenerational families to help them achieve their financial goals. The company also supports nonprofit organizations by serving as their fiduciary partner and outsourced chief investment officer. In June 2021 Litman Gregory joined IM Global Partner, a privately held global asset management network dedicated to investment and wealth management. Combining capabilities, common values and strengths, which are focused on commitment to investment excellence, innovation and client service, Litman Gregory Wealth Management will be able to further enhance service to clients for years to come."

We’d welcome the opportunity to speak with you about your wealth management needs. Visit www.lgam.com or email us at information@lgam.com to learn more about our approach.

DISCLOSURE: LinkedIn posts are intended for information purposes only and do not provide investment, tax, or legal advice. They're not a solicitation, offer, or recommendation to buy/sell a security. Statements and opinions herein are subject to change without notice. Litman Gregory Wealth Management, LLC (“LGWM”) does not make any representation as to the accuracy, timeliness, suitability, or completeness of information from unaffiliated third parties, and takes no responsibility therefore. There's no agreement or understanding that LGWM will provide individual advice to persons in receipt of this posting. Visit adviserinfo.sec.gov or lgam.com for more information.

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