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.
“Avi and his team have functioned as a private office for me, extending my capacities by managing my personal wealth and advising me on anything finance-related. Whenever I pose a question to them or ask them to handle a task, I know that it will be done promptly with consistent communication, the utmost skill, and great integrity. I could not have hired a better team.
I don’t know what I would have done without Avi. When a sudden liquidity event completely transformed the scale of my wealth, Avi was there to help me navigate all of the new questions and opportunities. My prior wealth plan went out the window, and I had to make decisions about investing, taxes, estate lawyers, risk, charitable donations, supporting my family, and even personal security. Avi helped me navigate all those things, connecting me with the best possible advisors and giving me the support I needed to make informed decisions.”
– Client since 2019
“Avi Deutsch has managed our assets and helped us determine our financial future for nearly half a decade. His close attention to our particular investment needs is evident in the decisions and opportunities he makes available to us. Avi goes out of his way to connect us with his wider network when it makes sense, which has been invaluable. We are happy to be working with him and look forward to working together for many years to come.”
– Client since 2021
“When we began working with Avi Deutsch and Courtney Kelly after a family loss, we were immediately struck by their warmth, care, and sensitivity during a time of major transition. Their presence gave us trust and reassurance from the start. What we value most is how personally and thoughtfully they work. Avi brings a sophisticated understanding of today’s financial environment and has helped us find the right balance for our own goals. We have never felt more cared for, more informed, or more optimistic about our financial future.”
– Client since 2025
