Fresno, CA Financial Advisors | Litle Wealth Management

Consistent guidance. Lasting relationships.

Litle Wealth Management

559-226-2800

855-486-0301

Fig Garden Financial Center
5200 N Palm
Fresno, CA 93704

“Talking to clients over the years has taught me to listen to what they say, as well as what they don’t. This may mean the difference between a plan they say they want, and the one they actually need.”

— Troy Litle, Senior Vice President–Wealth Management

We believe that providing personalized financial advice starts by asking the right questions. Many of our long-term relationships have lasted for decades because we take the time to get to know each client’s needs for today and goals for the future.

With more than 30 years of experience and over 50 years of team experience, we can help you anticipate the opportunities and challenges that lie ahead.

Personal service

Supporting long-lasting relationships

Many of our clients have been with us for decades. Having these personal relationships helps us to ensure that the advice we give is based on each client’s financial situation over time. As your goals change and our understanding of your needs deepens, our recommendations evolve as well.

We take the time to get to know you. We believe that’s the way we can deliver solutions appropriate to your needs.

We start by asking questions. These may be questions you never thought of. This helps give us a complete and accurate picture of your family’s financial needs, now and in the future.

Beyond investments. We believe that any solid financial plan must be comprehensive. That’s why we look beyond your investments to your entire financial life.

High-touch service. Your financial questions are unique to you, and our answers should be as well. We strive to deliver the kind of personal service you expect and deserve.

Unbiased advice. You can be confident that our goal is to offer advice that’s honest, unbiased and what matters most.

Goal-based investing

Helping to preserve the work of a lifetime

Our team offers decades of experience and investment strategies tailored to fit your needs. With direct access to the global resources of UBS, we can help you with timely perspectives, customized investment management and a fully integrated suite of financial solutions.

Our careful approach, along with our decades of experience, can help you navigate an uncertain investing environment.

Smart investing. We begin by understanding where you are financially and where you’d like to be. This allows us to determine your tolerance for risk, and to make suitable recommendations.

Informed models. By understanding your financial objectives, we’re better able to identify an investment strategy that’s most likely to help you achieve your goals.

Risk management. If you’re nearing retirement, or have already retired, you don’t have decades to recover from market volatility. That’s why we employ a rigorous risk management approach to anticipate and plan for market uncertainty and help protect assets.

High-touch service. Your financial questions are unique to you, and our answers should be as well. We strive to deliver the kind of personal service you expect and deserve.

The resources of UBS. With a heritage that spans more than 150 years, UBS offers every client a global perspective. This allows us to offer you unbiased advice and a broad range of investment opportunities.

Financial planning

Wealth with a purpose

With proper planning, accumulated wealth can have a lasting impact far beyond one’s own lifetime. The ways in which you prepare your estate for your heirs and philanthropic goals is deeply personal, with the power to change lives in countless ways.

Many of our clients are motivated by the potential to provide security for generations to come. We take that responsibility very seriously, and we can work closely with you to help make sure you consider every possible outcome of your decisions.

Building a legacy.We are just as thorough when advising on your estate planning strategy as we are when managing your day-to-day investments. We’ll work closely with you and your other advisors to help you provide for your children and their children decades in the future.

Informed models. By understanding your financial objectives, we’re better able to identify an investment strategy that’s most likely to help you achieve your goals.

Reducing the impact of taxes. By taking a long view, we can help anticipate the potential impact of taxes. With proper planning and working closely with your tax advisors, we can help allocate your assets in a way that may mitigate the effects of taxes now and in the future.

Our perspectives

Insights

Access the latest views and financial market coverage