litman gregory

Founded in 1987, Litman Gregory established itself as a nationally recognized wealth management firm known for its proprietary investment research and objective, client-focused financial advice. The firm provides comprehensive portfolio management and financial planning for affluent clients. In 2021, Litman Gregory was acquired by iM Global Partner, a global asset management network, and now operates as the U.S. wealth management arm of the group, continuing to serve its client base under its established brand.