Robertson Stephens Wealth Management is a modern iteration of a storied investment banking brand from the 1970s. The current firm was established in 2018 and operates as a national wealth management firm dedicated to providing objective, comprehensive, and personalized financial advice. Their services encompass investment management, financial planning, retirement planning, and wealth-strategy services. The company's mission is to be a trusted fiduciary partner to its clients, building on the legacy of the original firm's entrepreneurial and client-first culture.

Founded in

United States