lgam.comWealth Management for Individuals, Families & Nonprofits | Litman Gregory

-- Wealth Management for Individuals, Families & Nonprofits | Litman Gregory × Clients Services About Us Resources Contact Us Client Login Please rotate your screen -- -- Menu Clients Services About Us Resources Contact Us Client Login Client Login A Wealth Management Firm Obsessed with Your Financial Well-Being A Wealth Management Firm Obsessed with Your Own Family's Nonprofit's Financial Well-Being A Wealth Management Firm Obsessed With Some Title Another Title Financial Well-Being -- A Wealth Management Firm Obsessed with Your own, Your Family's, Your Nonprofit's Financial Well-Being -- Get Started Clients -- Insight The Litman Gregory Masters Funds are now PartnerSelect Funds Insight Insight Newsletter—Second Quarter 2020 Insight A Message from Litman Gregory’s CEO 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 Alice Lowenstein, CFP® Managing Director, Principal Anthony Estrada Senior Operations Associate Bill Thompson Director, Endowments & Foundations Group, Senior Advisor Chris Wheaton, CPA, CFP® Senior Advisor, Principal Craig Keller, CFA, MBA Director of Endowments & Foundations Group, Senior Advisor, Principal Craig Litman, JD, MBA Co-Founding Principal Cristina Rosales Client Service Associate Danny Miladinovich, CPA, CFP® Advisor Gretchen Hollstein, CFP® Senior Advisor, Principal Jack Chee Senior Research Analyst, Principal Jared Noland, CFA, CFP®, MBA Wealth Management Analyst Jason Steuerwalt, CFA Senior Research Analyst, Principal Jennifer Ceccarelli, CRCP Chief Compliance Officer, Chief Operations Officer, Principal Jeremy DeGroot, CFA Chief Investment Officer, Principal John Baxman, CFP® Senior Advisor, Principal Josh Fredricks Client Service Associate Ken Gregory, MBA Co-Founding Principal Kiko Vallarta, CFA Research Analyst Laura White Senior Operations Associate Lesley Cannan, CFP® Senior Advisor Michele Dunevent Client Service Coordinator Monica Muñoz, CFP® Senior Advisor, Manager of Wealth Planning Services Pratik Kumar Client Service Associate Rajat Jain, CFA, MBA Senior Research Analyst, Principal Sara Rutchena Operations Manager Steve Savage CEO, Principal Taylor Welz, CPA/PFS, CFP® Senior Advisor Teresa Ferrante Operations Associate Tisha Ehrenberger Director of Operations Trudy Fitzpatrick Administrative Assistant CONTACT US Back to top Get Litman Gregory Insight delivered First Name * Last Name * Email * Submit This iframe contains the logic required to handle Ajax powered Gravity Forms. Litman Gregory Contact Us Careers Press Locations Palo Alto Larkspur San Francisco Walnut Creek Central Valley Clients Client Experience Individuals & Families Endowments & Foundations Services Personal Wealth Management Investment Solutions About Us Our Story Our Community Our Team Resources Insight Top Questions Form ADV Form CRS information@lgam.com | 415-461-8999 © 2020 Litman Gregory Asset Management | By being on this site, you agree to the terms of use and privacy policy. Contact Us Privacy Policy Terms of Use First Name * Last Name * Email * Submit This iframe contains the logic required to handle Ajax powered Gravity Forms. -- × --...