Our Offices
1308 Navasota St.
Austin, TX 78702
Relationships evolve. Your financial plan should evolve with them.
The Robertson Stephens – Austin office helps individuals, couples, and families navigate the financial complexities that often accompany major relationship transitions, including marriage, divorce, widowhood, caregiving, and retirement. We know that these periods of change often come with difficult choices and a lot of questions.
Led by Pam Friedman, an industry veteran with more than 30 years of experience, our team takes a high-touch, educational approach. As fiduciaries, we provide financial planning and investment guidance with the same care and diligence we’d want for those closest to us. We collaborate with attorneys, CPAs, estate planning professionals, business valuation experts, and other trusted advisors to build strategies that support every aspect of your financial life.
We understand it’s easy to feel overwhelmed by the endless financial advice available today. That’s why we take the time to understand your individual priorities and circumstances. Together, we’ll help you understand your options and make confident decisions.
Bilingual Service Available: We currently serve clients in both English and Spanish.
During a divorce, while couples seek the services of attorneys to navigate the legal challenges, many are unaware of the critical role divorce wealth planners can play in these proceedings.
While attorneys work to divide assets as part of a settlement, wealth planners work to ensure those settlements are financially feasible over the long-term while also having the potential to generate wealth over a lifetime.
Wealth planners review negotiations, projecting how the terms of a settlement would impact wealth years after the divorce is finalized. As part of that process, they assess expenses, income and risk tolerances across a number of variables to chart a new financial course that best accommodates your needs.
Divorce can be an overwhelming, even destabilizing, experience. We specialize in these life transitions, paying special attention to the complexities of family dynamics and the emotions that drive behavior. As a firm, we work to ease your anxiety and confusion that comes with divorce, ultimately strengthening your position during and after negotiations.
Our wealth planners help you understand what the terms of a settlement really mean—and anticipate problems your attorneys may not see. They are committed to ensuring long-term financial well-being, years after your divorce is finalized.
We also believe wealth planning should serve to expedite this experience, arming you with more financial knowledge to minimize expenses, penalties and taxes that can impact a wealth plan for a lifetime and time spent with attorneys. With our expertise, we are here to find the best possible solution for you.
At Robertson Stephens, we help you reach the best possible outcome during marital negotiations and divorce regarding financial topics throughout and after the process. Our services include but are not limited to:
Along with divorce, we also specialize in other life transitions such as widowhood and widowerhood. We will help you adjust to your new reality by gathering the necessary information, addressing your needs, and providing the best wealth solution for you.
