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Wealth Management for Individuals, Families & Nonprofits | Litman Gregory × Individuals Nonprofits ServicesResources Contact Client Login Please rotate your screen Menu Individuals Nonprofits ServicesResources Contact Client Login Client Login A Wealth Management Firm Obsessed with Your Your Family’s Your Nonprofit’s Financial Well-Being A Wealth Management Firm Obsessed With Some Title Another Title Financial Well-BeingA Wealth Management Firm Obsessed with Your own, Your Family’s, Your Nonprofit’s Financial Well-BeingGet Started ClientsInvestment Perspectives Research Update: Drivers of Equity Returns Likely to Shift Going Forward 5 days ago News & Updates Chris Wheaton, Gretchen Hollstein, and Monica Muñoz Named Again as 2024 Forbes Best-in-State Wealth Advisors 5 days ago Investment Perspectives First Quarter 2024 Investment Commentary Litman Gregory is a nationally recognized boutique wealth management firm that has been helping clients reach their financial goals for more than three decades. Individuals & Families 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. Explore our Solutions Endowments & Foundations 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. We work with you to meet long-term objectives, understand fundraising goals, analyze spending policies, and provide the continuity of a single dedicated partner to help guide today’s members of your organization and those who will join your cause in the years ahead. Explore our Solutions The Client Experience Your peace of mind comes from the absolute confidence that every member of the Litman Gregory team shares a singular and overriding commitment to your financial well-being. In addition to applying our investment expertise, we partner with our clients to help plan the entire scope of their finances and deliver an exceptional client experience – these are key to both our clients’ success and our own. Get Started What makes us unique ? Planning & Investment Expertise 30+ year history of strategic and scenario planning, which leads to a thorough and creative wealth planning process Experienced and credentialed advisory team, bringing the knowledge that comes from decades of hands-on wealth management experience Dedicated and nationally-recognized investment team, constructing portfolios based on in-depth, fundamental investment research and a consistent discipline Personal Wealth Management Intellectual Honesty Realistic and pragmatic planning for your future, and accute awareness of biases that can lead to poor decisions Advice-driven client relationships based on transparency and candid communication Discipline to focus on what is known versus unknown, to avoid group-think and form out-of-consensus investment and planning ideas Investment Solutions Responsibility is in our DNA Philosophy of hiring only people who embrace our values and will put our clients’ best interests ahead of their own Commitment to long-term independence to ensure our strong client focus will never change Belief that a singular and unceasing focus on the care of our clients will lead to our own success (and it has) Our Team We believe clients are best served by advice-driven relationships based on candid communication and well-crafted financial planning. Meet Our Team Anthony Estrada VP - Operations Anthony L. Guerrerio Director - Senior Advisor Chris Wheaton, CFP® Managing Director – Senior Advisor Craig Keller, CFA, MBA Managing Director – Senior Advisor Cristina Rosales Associate - Client Services Cynthia Morris, CFA, CFP®, CDFA® SVP—SENIOR ADVISOR Gretchen Hollstein, CFP® Managing Director – Senior Advisor Jack Chee Managing Director - CIO Asset Management US Jared Noland, CFA, CFP®, MBA VP – Portfolio Trading & Analytics Jason Siedle VP – Operations Jason Steuerwalt, CFA iMGP Fund Management – Asset Management | Director – Portfolio Management, Head of Alternative Strategies Jeff Seeley CEO - Litman Gregory Wealth Management Jennifer Ceccarelli, CRCP Managing Director - Chief Operations Officer John Baxman, CFP® Director – Senior Advisor Kathlyne Kiaie, CRCP DIRECTOR – CHIEF COMPLIANCE OFFICER Kiko Vallarta, CFA iMGP Fund Management – Asset Management | SVP – Portfolio Management Laura White VP - Client Service Operations Lesley Cannan, CFP®, CPWA®, AIF® Director - Senior Advisor Michele Dunevent VP - Client Services Monica Muñoz, CFP® SVP - Senior Advisor Philippe Uzan iM Global Partner SAS Paris | Deputy CEO – CIO Asset Management Pratik Kumar VP - Client Services Sara Rutchena VP - Client Service Operations Sheila Kilper VP – Client Services Tisha Ehrenberger SVP - Client Service Operations CONTACT USGet Litman Gregory Insight delivered First Name * Last Name * Email * Submit Litman Gregory Contact Us Careers Press Locations Larkspur Walnut Creek Clients Client Experience Individuals & Families Endowments & Foundations Services Personal Wealth Management Investment SolutionsOur Story Our Community Our Team Resources Insight Top Questions Form ADV Form CRS information@lgam.com | 415-461-8999 © 2024 Litman Gregory Wealth Management | By being on this site, you agree to the terms of use and privacy policy. 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