Our mission is to be the best wealth management firm. We elevate the wealth management experience with institutional-quality investment solutions, comprehensive wealth planning, and intelligent digital solutions for you and your family. We are a fiduciary: that means you are always our highest priority. We partner with you to help achieve your objectives for today, for tomorrow, and across generations.
OUR STORY
Building on the legacy
We are a privately-held national wealth management firm—with roots in one of the country’s most legendary tech-focused investment banks. In the 1990s, the original Robertson Stephens underwrote hundreds of the era’s most groundbreaking IPOs, helping to fuel the technology revolution.
We’re proud to build on that forward-thinking legacy—augmented with our core values of stewardship, integrity, collaboration, curiosity, and innovation. Today, we are one of the fastest-growing wealth management firms in the country.
Our Values
Stewardship
We partner with you and hold ourselves accountable to help you achieve your goals. We rely on our compassion to meet you where you are, and we strive to exceed your expectations and give you peace of mind.
Integrity
We always act in your best interests. Our decisions and actions are rooted in transparency and honesty. We take great pride in the trust you place in us.
Collaboration
We work together to serve your unique needs at the highest standard. We have many employees but only one firm, and we encourage each other to grow professionally and positively impact you, your family, and your community.
Curiousity
We are industry veterans with diverse and complementary skill sets who apply our craft with humility. We embrace the unknown and courageously challenge the status quo to remain at the forefront of our field.
Innovation
We are a team of talented professionals passionate about creatively meeting your evolving needs. We embrace change and leverage technology to build trust and create enduring relationships.
Transforming the wealth management experience
We’re driven by innovation and offer comprehensive solutions that are designed to help ensure long-term financial success for your clients.
Independent Fiduciary
At Robertson Stephens, we are a fiduciary, meaning we always pursue the most appropriate investment and financial solutions for your clients. Our core principles of trust, integrity, transparency, collaboration and innovation govern how we act and provide a foundation for our objective advice and superior service.
Wealth Planning
We offer holistic wealth planning geared towards protecting legacies and building wealth while addressing your client's complex family and relationship dynamics. Collaborating with your clients to implement long-lasting wealth plans that incorporate their needs, goals, and aspirations is of utmost importance.
Investments
Our objective is to help your clients achieve short-term and long-term investment goals through our expertise in traditional and alternative investment opportunities. We factor in the risks and rewards of every opportunity and are committed to developing tailored, robust portfolios for your clients.
Digital Solutions
We believe that delivering truly personalized financial advice requires industry-leading technology and advanced analytics. We have engineered our digital experience for the modern wealth management client. Our interface enables our clients to monitor their wealth through personalized dashboards and comprehensive reporting, all on a secure platform.