Top
Disclaimers
Robertson Stephens Wealth Management, LLC ("RSWM" or the "Firm") is an investment advisor registered with the Securities and Exchange Commission. RSWM is a subsidiary of Robertson Stephens Holdings, LLC ("RSH"). 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.
Performance
Past results are not necessarily indicative of future performance and are no guarantee against future losses. Standard deviations, information ratios and allocation targets may be higher or lower at any time. There is no guarantee that measurements will be achieved. 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 the 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.