Talk to a wealth manager
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.
Transforming the wealth management experience
We are driven by innovation and offer cutting-edge solutions that are designed to help ensure your long-term financial success.
January 26, 2023 – Chief Economist, Jeanette Garretty, hosts Chief Investment Officer, Stuart Katz, and Head of Wealth Planning, Mallon FitzPatrick as they share their 2023 outlook. Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not […]