Robertson Stephens Strengthens Presence in Colorado
Three Points Financial joins Robertson Stephens, opens new office in Colorado Springs SAN FRANCISCO, May 16, 2024—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) has further strengthened its presence in Colorado by welcoming Three Points Financial, an SEC-registered investment advisor managing about $118 million in advisory assets. Mary Alpers, founder of Three Points Financial, joins Robertson Stephens as […]
Investment Management
We seek to build customized investment portfolios that benefit from market upswings, weather market downswings, provide cash liquidity and achieve long term growth for each client. Addressing these complexities from a fee-only (fiduciary) perspective means we offer recommendations that put your interests first. Our planning and investment recommendations address issues such as: As your wealth […]
3 Questions with Robertson Stephens featuring Head of Wealth Planning, Mallon FitzPatrick
May 9, 2024 – Chief Marketing Officer Louis Calabrese hosts Mallon FitzPatrick to talk about wealth transfer planning and strategies on how to approach it. 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 […]
3 Questions with Robertson Stephens feat. Jeanette Garretty
May 7, 2024 – CMO, Louis Calabrese, hosts Chief Economist Jeanette Garretty to discuss the most recent FOMC meeting and her outlook on the U.S. economy.
Planning a Thoughtful Wealth Transfer
May 6, 2024 There are many ways to harness the step-up in basis while ensuring financial security — and avoiding many pitfalls. As published in Rethinking65 By Mallon FitzPatrick Wealth transfer starts with a comprehensive wealth plan to analyze the whole financial picture, including the balance sheet and cash flow. One goal of the transfer […]
FOMC Commentary – May 1, 2024
By Chief Economist, Jeanette Garretty May 2, 2024There is very little that was surprising in the May 1 interest rate announcement by the Federal Open Market Committee (FOMC). It was acknowledged by a number of Federal Reserve members weeks ago that progress toward the 2% inflation target slowed in the first quarter; the FOMC statement reiterated […]
A Road to Healthy Living: Episode 5
In Episode 5 of my Road to Healthy Living Vlog series, I discuss the importance of exercise.
Robertson Stephens Named Among USA TODAY’s Best Financial Advisory Firms in 2024
San Francisco, April 30, 2024 /PRNewswire/ — Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), a national boutique wealth management firm that manages more than $5.4 billion in client assets, is proud to announce that it has been named to USA Today’s Best Financial Advisory Firms in 2024. “For two consecutive years, we are proud to have earned […]
Tax Planning
We specialize in income tax planning and preparation and can help identify tax-saving approaches that apply to your situation, taking every possible deduction you are legally entitled to. We work with clients throughout the year to ensure efficient tax planning for their personal taxes and small businesses. You might be able to save on taxes […]
Estate Planning
It can be uncomfortable to think about death and what will happen to our loved ones and our possessions after we’re gone. What’s even more uncomfortable is to think about the estate and decide what happens because we didn’t take the time to plan. Estate planning goes well beyond making a will. It involves decisions […]
Risk Management
Find peace of mind for yourself and your family by planning ahead for life’s worst “what if” moments. Most spend thousands of dollars on insurance premiums: health, disability, auto, property, business, life, long term care, etc. We help you consider how much coverage you need for various insurances, what type of insurance to hold and what […]
Goal Setting
Goal setting is defining what matters to you – your values, priorities and plans. As your wealth manager, we help you define and prioritize short and long term goals. From the “Big Picture,” we develop a strategic financial plan that merges with your life plan. Financial advisors can inadvertently impose their own goals on clients. However, we’ve found the best […]