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Robertson Stephens

(415) 500-6810 My Plan My Portfolio
  • Who We Are
    • Our Story
    • Our Team
    • Our Board
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
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    • Weekly Commentary
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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 cutting-edge 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

2023 Outlook Webinar

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 […]

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News Room

26 Jan

Robertson Stephens’ Garretty on US economic outlook

4 Jan

Tech Employees’ Stockholdings Have Taken a Hit. Financial Pros Offer Advice

3 Jan

Robertson Stephens’ Stuart Katz: Answering Key Questions Heading Into 2023

2 Jan

Wealth Business Buyers Becoming More Selective – Robertson Stephens CEO

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INDUSTRY RECOGNITION

Please see our award disclosures

We are true fiduciaries who are free from Wall Street’s conflict of interest, which puts us squarely on your side.

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Brochure Disclosures Contact Us
455 Market Street, Suite 1600
San Francisco, CA 94105
p: (415) 500-6810
e: info@rscapital.com
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Copyright © 2023 · Robertson Stephens

  • Who We Are
    • Our Story
    • Our Team
    • Our Board
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

(415) 500-6810

My Plan

My Portfolio