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We are a national wealth management firm servicing entrepreneurs, business owners, executives, family offices, and institutions.
Learn about the rich history of the firm and today’s mission for our clients.
View our national presence with our offices across the country.
Meet our leadership team at the firm and learn how we support advisors.
Learn more about how we help advisors in the Solutions section! Find out more about our culture, central resources, investments, wealth planning, technology, marketing, and how we empower our advisors.
“I joined Robertson Stephens because I saw an opportunity to collaborate with a group of extremely talented individuals to bring a truly institutional-grade experience to wealth management.”
Michael Ridgeway
Learn more about our insights in the Resources section! Find helpful articles and news from our leadership, including our Investment Office, Chief Economist and Wealth Planning Team.
We are a national wealth management firm servicing entrepreneurs, business owners, executives, family offices, and institutions.
Learn about the rich history of the firm and today’s mission for our clients.
View our national presence with our offices across the country.
Meet our leadership team at the firm and learn how we support advisors.
Learn more about how we help advisors in the Solutions section! Find out more about our culture, central resources, investments, wealth planning, technology, marketing, and how we empower our advisors.
“I joined Robertson Stephens because I saw an opportunity to collaborate with a group of extremely talented individuals to bring a truly institutional-grade experience to wealth management.”
Michael Ridgeway
Learn more about our insights in the Resources section! Find helpful articles and news from our leadership, including our Investment Office, Chief Economist and Wealth Planning Team.
Mallon FitzPatrick on FA Magazine
January 8, 2024 – Principal and Managing Director, Mallon FitzPatrick was featured in Financial Advisor Magazine to discuss ‘Supreme Court Weighs Giving Green Light To Wealth Tax.’ “If the Supreme Court upholds the constitutionality of a tax on accumulated foreign earnings, then it could be interpreted as a tax on unrealized income,” FitzPatrick said. “Republicans are concerned that an affirmative decision could open the door to other types of taxes on unrealized income such as a wealth tax, versions of which progressive Democrats have been trying to implement at both the federal and state level for years.” Read the full piece here.
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