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California-based advisory firm joins Litman Gregory

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California-based advisory firm joins Litman Gregory

Stockton, Calif.-based independent advisory firm Welz Financial Services Inc. joined Litman Gregory Asset Management LLC, effective Dec. 31, 2018.

As a part of the transaction, Taylor Welz, founder and president of Welz Financial, joined Litman Gregory as a senior adviser along with his team members, Stacey Houston and Trudy Fitzpatrick, who will join to support the transition and ongoing service as the clients of Welz Financial become clients of Litman Gregory.