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.
Company Details
- Employees
- 37
- Founded
- -
- Address
- 1100 Larkspur Landing Circle,
- Phone
- (415) 461-8999
- in****@****gam.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- litmangregory.com
- Keywords
- Asset management, investment research, global asset allocation, manager selection, fund of managers, managed portfolios, mutual funds, investment advisor, wealth management, financial planning, charitable giving, Legacy Planning, Wealth Transition, Retirement Planning, wealth planning, tax planning, charitable giving.
- HQ
- Larkspur, California
Litman Gregory Wealth Management Questions
Litman Gregory Wealth Management's helpline number is (415) 461-8999
Litman Gregory Wealth Management's website is litmangregory.com
Litman Gregory Wealth Management's LinkedIn profile is https://www.linkedin.com/company/litman-gregory
Litman Gregory Wealth Management has
37 employees.
View email and phone details for 37
employees at Litman Gregory Wealth Management.
Litman Gregory Wealth Management's industry is
Financial Services
Litman Gregory Wealth Management's top competitors are
Pointwealth Capital Management,
Ritholtz Wealth Management,
Calamos Wealth Management,
Iconiq,
Ep Wealth Advisors,
Mission Wealth,
Credent Wealth Management,
Composition Wealth,
Vance Wealth,
Im Global Partner.
Litman Gregory Wealth Management's support email address is information@lgam.com
Litman Gregory Wealth Management's categories are Financial Services
Litman Gregory Wealth Management's founding year is 1987
