Reinventing Wealth

As an entrepreneur, business owner, executive, family office or institution, you may look at wealth in different ways. It could be to accumulate wealth for future goals and aspirations, preserve your wealth for future generations, or distribute your wealth as you see fit. Robertson Stephens understands all your views on wealth, and because of that, we cater to your experience with unique planning, investment and technology solutions all within a fiduciary relationship that you deserve. That’s Reinventing Wealth.
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Integrity, collaboration, innovation, and transparency

We are a privately-held, boutique wealth management firm servicing entrepreneurs, business owners, executives, family offices and institutions. We pride ourselves in our values of integrity, collaboration, innovation, and transparency.

Our Story

Transforming the wealth management experience

We are driven by innovation and offer comprehensive solutions that are designed to help ensure your long-term financial success.

What We Do

Independent
Unbiased Advice

Comprehensive
Holistic
Planning

Institutional Quality Investments

Intelligent
Digital Solutions

Insights

macro shot of computer monitor with world stock market chart in trading application. Dow Jones, S&P 500, Nasdaq 100, Russell 2000, Euro Stoxx, FTSE 100, CAC 40 indexes

Understanding the Current Market Selloff – March 11, 2025

By Stuart Katz, Chief Investment Officer Recap of Year-to-Date Market Performance Stocks started 2025 trading higher but have since pulled back. The S&P 500 has declined more than -8% from its all-time high on February 19th, lowering its year-to-date return to -5% (Figure 1). The Nasdaq 100, […]

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