Client Testimonials – Michael Ridgeway

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.

Mike is local (Clyde Hill based) and works with Robertson Stephens Wealth Management. He has been our advisor for several years now – we moved our money to him from Morgan Stanley a few years back, and have been delighted by several things:

– Mike and his team are world-class in every way, great with customer service and support, and with security.

– The financial plan the Robertson Stephens team developed for/with us is highly customized to our situation and can change as our needs change.

– We’ve been very impressed with the Chief Investment Officer, Stuart – who we’ve met a few times now when he’s visited Seattle – he has a strong history and track record and team – and we like that he and his team have helped drive the core investment strategies that then get tailored to our specific needs.

– Mike and Robertson Stephens have gotten us access to some very attractive private investment vehicles that we would not have had access to with other advisors or had we been managing our money on our own.

– I like their online tools – they are better than most other financial advisor’s sets of online tools – which I like as it helps me track investments across my entire balance sheet, including legacy private assets.

I’ve known Mike since 2010 – the year we moved to Bellevue – and know him to be high integrity and very invested in his clients and the community.

– Steve M.

Disclosure and Source

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. A2809

Client Testimonials – Michael Ridgeway

Disclosure and Source

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