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.
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.
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.
Our perspectives
Insights