Testimonials provided by current clients of Robertson Stephens. Testimonials may not be representative of the experience of other customers and are no guarantee of future performance or success.
“My wife, Joanna, and I were introduced to Joe Delaney in 2017 by a good friend of mine who has known Joe since college at Stanford and was using him for some of his wealth management needs. Joe has been instrumental in advising us on sound portfolio management as well as encouraging us to be properly insured, providing prudent advice on charitable planning, and setting up estate planning for our family. He is now advising some of my adult children as well as other close family members. “
– Joanna & Grant
“Joe came to me via a handful of professionals I have known for years. Since 2017, he has guided my family and me through not only the usual investment options and retirement planning but also, to my delight, he has been instrumental in recommending our family to other professionals for guidance in estate planning, insurance, legal matters, and more. What has been really exciting is Joe has exposed us to alternative investment offerings above the efficient frontier and in-depth wealth planning via many of his company resources and team members. We don’t dare make a move without consulting with Joe. We have benefitted handsomely from this relationship. “
– Tammy & Craig
“Working with Joe over the past few years has been wonderful. After using different money managers in the past, how I have felt leaving each meeting with Robertson Stephens has provided me with a sense of calm and understanding that I am being taken care of as a client.
I prefer a more standoff approach to my asset management, and Joe has acknowledged and provided this with a clear and communicative approach since we started working together. I really appreciate that if something needs to be communicated, he will do so quickly and efficiently but also give me the space I have requested. Knowing his skills and trusting him to look after me as a client has been easy. Each step of the way has been explained and broken down, and I feel that Joe really cares about me, not only as a client but as a person as well. To trust someone in a position like his is important, and I truly value the relationship he has created with me as a client. I see a long-term financial future with him and Robertson Stephens and am pleased to have someone as skilled, personable, and straightforward as Joe.”
– Amy
“Joe Delaney has been managing my family’s investment portfolio for over 20 years and has been a careful steward of its assets and a trusted advisor to us the entire time. He has been thoughtful and proactive in keeping us apprised of upcoming changes to tax law, insurance products, and investment portfolio theory. In short, Joe has taken a holistic approach to our financial lives. My children, who were toddlers when Joe and I started working together, are now young adults with their own portfolios. Joe works with each of them and does an excellent job tailoring his investment advice to each of their circumstances. I am delighted to recommend Joe to anyone looking for prudent and timely financial guidance at any point in their lives.”
– Robyn and Andy
“I highly recommend Joe Delaney for financial advising and investments. He demonstrates personal integrity and commitment to build your family’s financial strength and secure future. Joe has consistently exceeded our expectations. With his guidance, we feel renewed confidence in our financial future, thanks to his thoughtful planning, advice, and clear goal setting. If you’re looking for a trustworthy and kind partner in your financial journey, Joe Delaney is an exceptional choice. “
– Bonnie & Bruce
Disclosures
Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an 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. This material is for general informational purposes only and should not be construed as investment, tax or legal advice. It does not constitute a recommendation or offer to buy or sell any security, has not been tailored to the needs of any specific investor, and should not provide the basis for any investment decision. Please consult with your Advisor prior to making any Investment decisions. The information contained herein was carefully compiled from sources believed to be reliable, but Robertson Stephens cannot guarantee its accuracy or completeness. Information, views and opinions are current as of the date of this presentation, are based on the information available at the time, and are subject to change based on market and other conditions. Robertson Stephens assumes no duty to update this information. Unless otherwise noted, any individual opinions presented are those of the author and not necessarily those of Robertson Stephens. Indices are unmanaged and reflect the reinvestment of all income or dividends but do not reflect the deduction of any fees or expenses which would reduce returns. Past performance does not guarantee future results. Forward-looking performance targets or estimates are not guaranteed and may not be achieved. Investing entails risks, including possible loss of principal. Alternative investments are only available to qualified investors and are not suitable for all investors. Alternative investments include risks such as illiquidity, long time horizons, reduced transparency, and significant loss of principal. This material is an investment advisory publication intended for investment advisory clients and prospective clients only. Robertson Stephens only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Robertson Stephens’ current written disclosure brochure filed with the SEC which discusses, among other things, Robertson Stephens’ business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. © 2024 Robertson Stephens Wealth Management, LLC. All rights reserved. Robertson Stephens is a registered trademark of Robertson Stephens Wealth Management, LLC in the United States and elsewhere.