How do I choose a financial advisor?

Look for a fiduciary who's legally required to put your interests first. Check their experience and credentials - do they have the expertise for your situation? Make sure their approach fits your needs, whether that's comprehensive planning, investment management, or both. And chemistry matters - you want someone you trust and feel comfortable talking to about money. The best way to know if it's a good fit is to have a conversation and see how it feels.

How does Robertson Stephens Wealth Managers get paid?

We work on a fee-based model, which means our compensation is tied to the assets we manage for you rather than commissions on products we sell. This aligns our interests with yours - when your portfolio grows, we do better too. The specific fee structure varies by client based on your situation and needs.

How does Robertson Stephens manage investments?

We build personalized portfolios based on your specific situation, including your risk tolerance, tax sensitivity, liquidity needs, and values. We use a disciplined approach that balances long-term growth strategies with short-term opportunities when they make sense. We continuously monitor your investments and adjust as needed, drawing on institutional-quality research and due diligence.

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Interest Rate Cuts on the Horizon: How Lower Rates Could Affect Your Financial Plan

Prepare for Impact: Potential Rate Cuts and Your Financial Future

Fed rate cut speculation raises key wealth planning questions. Discover how lower interest rates could impact your mortgage, portfolio, retirement income.... | read more >

How Fed Rate Cuts Could Raise Your Property and Casualty Insurance Premiums and other suggestions

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Interest Rate Cuts on the Horizon: How Lower Rates Could Affect Your Financial Plan

Prepare for Impact: Potential Rate Cuts and Your Financial Future

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