Success of the Private Client Business of Wedgewood Partners Integration into Litman Gregory Wealth Management Supported by 100% of Clients

LARKSPUR, Calif. & ST. LOUIS--(BUSINESS WIRE)--Aug 12, 2024--

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/

CONTACT: Media ContactJeff Seeley(Los Angeles)

(323) 238-4518Gretchen Hollstein(Larkspur)

(415) 461-8999media@lgam.com

KEYWORD: UNITED STATES NORTH AMERICA CALIFORNIA MISSOURI

INDUSTRY KEYWORD: PROFESSIONAL SERVICES FINANCE

SOURCE: Litman Gregory Wealth Management

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PUB: 08/12/2024 12:00 PM/DISC: 08/12/2024 12:01 PM

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