Here’s why millions of affluent investors can relax about the tax bill
November 30, 2021 – Mallon FitzPatrick, CFP® recently spoke with Lynnley Browning at Financial Planning to share his thoughts on “why millions of affluent investors can relax about the tax bill.” He states, “compared to where we were and what we were planning for and setting expectations, we’re in a much better place.” Read the full piece here: https://bit.ly/3xGpHLi
Robertson Stephens Continues to Expand Bay Area Presence
Wealth manager Keith Larkin joins San Francisco office San Francisco, Calif.—Nov 30, 2021—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) continues to add new advisors to the firm, welcoming wealth manager, Keith Larkin. Keith joins as Managing Director and Principal, bringing significant wealth planning and banking experience. He will be joining the firm’s San Francisco office. […]