Building the Preeminent Wealth Management Firm in America.

Robertson Stephens’ distinctive success is earned through a shared intensity of work ethic, a drive for superior results, and above all, value creation.  Our firm has extensive roots in some of the legendary Wall Street partnerships and we are closely linked to the growth economy of Silicon Valley.  We know preservation and creation of wealth are not mutually exclusive and we have deep core expertise throughout that continuum.

Our firm provides its clients with a wealth management process heretofore found primarily in dedicated, private family offices for a handful of industrialists around the world.  Independence, unique investments, planning and technology form the pillars of this process that puts our partnership into a league of its own.