Three Points Financial joins Robertson Stephens Wealth Management, LLC, opens new office in Colorado Springs
SAN FRANCISCO, May 16, 2024—Robertson Stephens Wealth Management, LLC (“Robertson Stephens Wealth Management, LLC”) has further strengthened its presence in Colorado by welcoming Three Points Financial, an SEC-registered investment advisor managing about $118 million in advisory assets. Mary Alpers, founder of Three Points Financial, joins Robertson Stephens Wealth Management, LLC as Managing Director & Principal, and her office will become the new Robertson Stephens Wealth Management, LLC’ Colorado Springs office. Mary’s team will also include her colleague of 17 years, Michelle Williamson.
With this addition, Robertson Stephens Wealth Management, LLC now has approximately $5.4 billion in advisory assets across 20 locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), New York (NY), Sun Valley & Boise (ID), Holmdel & Madison (NJ), Austin & Houston (TX), Seattle (WA), Denver (CO), Boston (MA), Jackson (WY), Westport (CT) and now Colorado Springs (CO).
For more information on Robertson Stephens Wealth Management, LLC, please visit www.rscapital.com.
“I am privileged to welcome Mary to Robertson Stephens Wealth Management, LLC. Mary has built a great reputation for providing financial planning and tax guidance to her clients that integrates their financial goals, needs, and aspirations,” said Raj Bhattacharyya, Chief Executive Officer, Robertson Stephens Wealth Management, LLC. He added, “Mary and Michelle allow us to bolster our presence in Colorado as we add a new office in Colorado Springs.”
“As I planned for my future, I realized Three Points Financial needed to add more scale and services for our clients. Partnering with Robertson Stephens Wealth Management, LLC fills this need and more,” said Mary Alpers, Managing Director and Principal of Robertson Stephens Wealth Management, LLC. “After getting to know Raj and his fantastic team, I saw a strong cultural fit between our two organizations in our dedication to financial planning and entrepreneurial culture. I look forward to working with the whole Robertson Stephens Wealth Management, LLC team to provide my clients further financial peace of mind.”
Mary has over 20 years of experience in the financial services industry. She has provided wealth planning, investment management, and tax planning expertise to her clients. She works with high-net-worth individuals and families, including professional couples, women and widows, retirees, and small business owners. Prior to joining Robertson Stephens Wealth Management, LLC, Mary was the President of Three Points Financial, Inc., formerly known as Alpers Financial Planning, Inc. Mary is a CERTIFIED FINANCIAL PLANNER™ and holds a Master’s Degree in Corporate Finance from Golden Gate University in California. She is a member of the Alliance of Comprehensive Planners (ACP) and NAPFA (National Association of Personal Financial Advisors (www.napfa.com). Both organizations foster a fee-only, comprehensive approach to financial planning. She is also an Enrolled Agent to represent taxpayers before the IRS and a member of The National Association of Tax Practitioners (www.natptax.com).
About Robertson Stephens Wealth Management, LLC
Robertson Stephens Wealth Management, LLC is an independent SEC-registered investment advisor. Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Its mission is to transform the wealth management experience by delivering institutional-quality investment solutions, comprehensive wealth planning, and intelligent digital solutions all within a fiduciary relationship where the client is our highest priority. Three Points Financial AUM is as of March 2024. Robertson Stephens Wealth Management, LLC AUM is as of March 2024. For more information about Robertson Stephens Wealth Management, LLC, please visit: https://rscapital.com.