Litman Gregory Asset Management
About the Business
Litman Gregory Asset Management is a boutique wealth management firm located in Larkspur, California. With over three decades of experience, we are dedicated to helping clients achieve their financial goals and create a lasting legacy. Our team of skilled advisors offers a full range of wealth planning strategies and deep knowledge of investments to ensure financial success.
As a Fiduciary Partner, we work closely with clients to understand their vision and support their organization's success. Serving as the Outsourced Chief Investment Officer, we create and implement investment policies tailored to meet long-term objectives and fundraising goals. Our commitment to providing a seamless and dedicated partnership ensures that your organization's financial needs are met both now and in the future.
At Litman Gregory, we prioritize our clients' financial well-being above all else. Our team is dedicated to delivering an exceptional client experience through candid communication, well-crafted financial planning, and advice-driven relationships. We believe that by working closely with our clients, we can help them achieve their financial goals and secure their financial future.
Location & Phone number
1100 Larkspur Landing Cir Suite 300, Larkspur, CA 94939, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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