Success of the Private Client Business of Wedgewood Partners Integration into Litman Gregory Wealth Management Supported by 100% of Clients
2024年8月13日 - 1:00AM
ビジネスワイヤ(英語)
It has been one year since the Private Client Business of
Wedgewood Partners in St. Louis (Wedgewood), MO was acquired by
Litman Gregory Wealth Management (LGWM) and work commenced on
integrating the firms. According to LGWM CEO Jeff Seeley, “Our goal
was a transition so seamless that Wedgewood clients wouldn’t notice
any change. That has been validated by 100% of the clients who have
continued with the broader firm. This is a testament to the trust
and confidence that Wedgewood has earned.”
Wedgewood Principal Tony Guerrerio, who considered numerous
firms before deciding LGWM was the best fit, said, "My main
objective in this transaction was to find a partner that shared our
passion for providing quality investment services to our clients
and could provide growth opportunities for our associates. We found
both in Litman Gregory Wealth Management. We could not be happier
with the way this has unfolded. We are delighted to be part of the
LGWM and iM Global Partner family.”
Mr. Seeley added that “Wedgewood clients continue to benefit
from Tony’s considerable investment expertise, while in selective
situations we are able to draw on broader service capabilities to
further benefit these clients.” Our firm seeks to provide holistic
wealth planning services that cover the full range of potential
client needs, and with the team from Wedgewood we share a deep
commitment to our clients and our people.
About Litman Gregory Wealth Management
Litman Gregory Wealth Management is a nationally
recognized boutique advisory firm that has been helping clients
reach their financial goals for more than three decades. Our
Mission is to make a positive difference in the lives of our
clients by professionally dedicating ourselves to their financial
well-being.
For more information, visit lgam.com or follow us on
LinkedIn.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20240812412710/en/
Media Contact
Jeff Seeley (Los Angeles) (323) 238-4518
Gretchen Hollstein (Larkspur) (415) 461-8999
media@lgam.com