Robertson Stephens Wealth Management, LLC (“RSWM” or the “Firm”) is an investment advisor registered with the Securities and Exchange Commission. Robertson Stephens Wealth Management, LLC is a subsidiary of Robertson Stephens Holdings, LLC (RS). Information about RSWM wealth management services and fee schedules may be found in the Firm’s Form ADV Part 2. The ADV Part 2 may be obtained directly from the Firm or at https://www.adviserinfo.sec.gov.
Neither company is in any way affiliated with Sandy Robertson or Paul Stephens, two of the founders of the former Robertson Stephens, Inc., nor are we in any way affiliated with RS Investments, a financial services firm headquartered in San Francisco, with offices globally.
Past results are not necessarily indicative of future performance and are no guarantee that losses will not occur in the future. Future returns are not guaranteed and a loss of principal may occur. The standard deviations, information ratios and allocation targets may be higher or lower at any time. There is no guarantee that these measurements will be achieved. The information provided should not be considered a recommendation to purchase or sell a particular security. RSWM does not provide tax advice.
Account Specific Information
If you are accessing this site to obtain information concerning your specific client account, it is important to note that we have provided the information regarding your account(s) based on sources we believe to be accurate. You are encouraged to compare your RSWM account information with the information contained on the statement from the custodian for your account for corresponding time period. Please contact us or the account custodian with any questions you may have. Also, please notify us promptly if you do not receive statements on all accounts from the custodian on at least a quarterly basis.