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.
“When reflecting upon the lives and circumstances of others, I feel a deep sense of gratitude and appreciation for coming across a John Lau seminar in 2017 at the San Mateo Library. Before meeting John and his team, I was under the illusion that no one could manage my affairs as well as myself. How very wrong that thinking was. John and his team at Robertson Stephens know the market; they have tools and resources that an individual cannot begin to tap. The team is knowledgeable, available, responsive, and totally professional in tackling vexing financial dilemmas. My only regret is not becoming a client of Robertson Stephens sooner. I not only trust John and his team at Robertson Stephens implicitly to protect and grow my assets, but they are also managing my daughter’s assets.”
-Client since 2016
“There is much I appreciate about John Lau and his team’s management of my financial assets.
The ongoing portfolio reviews are very helpful by providing outlook and clarification when needed. I greatly appreciate the assistance received when I’ve had questions, concerns, or needed information about financial issues. Everyone is very kind and helpful.
Finally, the financial workshops provided by John and his team are terrific and of great public benefit. Financial literacy is very important. They keep us updated and in the know about the IRS and law changes, planning for retirement, and investment strategies. They are a great team and I feel my financial assets are in good hands.”
– Client since 2022
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. © 2025 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.