Robertson Stephens

Robertson Stephens is a wealth management firm that specializes in providing comprehensive financial solutions for high-net-worth individuals and family offices. Founded in 1978 and based in San Francisco, the firm has evolved from a boutique investment bank focused on technology companies to a provider of independent fiduciary, wealth planning, and investment services. Robertson Stephens emphasizes a partnership culture that fosters trust, honesty, and integrity, enabling them to attract top talent in the wealth management sector. The company is dedicated to helping clients establish their financial goals, monitor progress, and build a legacy, all delivered through a leading digital platform. With additional offices in New York City, Robertson Stephens is committed to addressing various aspects of wealth, including family dynamics and individual well-being.