Unlock Your Potential

Connect with us today to learn more.

Let's Connect

Robertson Stephens Wealth Management, LLC. logo
2026 brings a new planning environment shaped by the OBBBA. While many TCJA provisions are now permanent, other rules have quietly changed. Here are the top.undefinedTop Financial Planning Priorities for 2026: New Tax Rules, OBBBA Changes, and Key Risks

Top Financial Planning Priorities for 2026: New Tax Rules, OBBBA Changes, and Key Risks

Key 2026 Financial Priorities: Tax, OBBBA Updates, Emerging Risks

How Fed Rate Cuts Could Raise Your Property and Casualty Insurance Premiums and other suggestions
Los Angeles brought attention to an important issue regarding insurance claims for homeowners with mortgaged properties. Many homeowners are surprised to learn that when their property sustains structural damage, the insurance check for the full insured amount is sent directly to the mortgage lender. The lender retains the funds in an escrow account and releases them to the homeowner in installments as repairs are completed.undefinedWildfire Insurance Claims and Mortgage Payments: What Homeowners Must KnowThe aftermath of a natural disaster like the LA wildfires underscores the importance of understanding the claims process for homeowners with mortgaged properties. Effective communication with the mortgage lender, precise adherence to their requirements, and awareness of disaster relief options are critical to navigating this challenging period. Additionally, while homeowners may find some financial relief in personal property and living expense claims, they must remain mindful of their ongoing mortgage obligations. Being prepared and informed can make a significant difference in managing the recovery process after devastating events.
Wildfire Insurance Claims and Mortgage Payme...

Lower Fed rates could counterintuitively raise property and casualty insurance premiums. Learn why this relationship exists and how to review your P&C.undefinedHow Fed Rate Cuts Could Raise Your Property and Casualty Insurance Premiums
How Fed Rate Cuts Could Raise Your Property ...

BLS employment data controversy raises questions for financial planning. Learn how to use government economic reports more critically to inform your wealth.undefinedHow BLS Economic Data Impacts Your Financial Plan: Employment Reports and Wealth Strategy
How BLS Economic Data Impacts Your Financial...

Areas of Expertise Fiduciary Wealth Management Comprehensive Financial Planning Entrepreneurs, Business Owners, and Tech Executives Equity Based Compensation—RSUs, ESPPs, ISOs and NSO, and concentrated stock positions Thematic Social Impact Investing Environmental, Social, and Governance (ESG) IntegrationundefinedVisit Our Office in New York
Visit Our Office in New York

Explore more


ultra high-net-worth

fiduciary

wealth management

investing


Financial Advisor Insights for Ultra High Net Worth Legacy Lifestyle Planning

Financial Advisor Insights for Ultra High Net Worth Legacy Lifestyle Planning

How Reg BI and Form CRS Guide High Net Worth Individuals in Choosing Fiduciary Financial Advisors

How Reg BI and Form CRS Guide High Net Worth Individuals in Choosing Fiduciary Financial Advisors

Exclusive Private Travel Experiences Curated for Ultra High Net Worth Clients

Exclusive Private Travel Experiences Curated for Ultra High Net Worth Clients

Comprehensive Guide to Fractional Jet Ownership for Ultra-High-Net-Worth Individuals in 2026

Comprehensive Guide to Fractional Jet Ownership for Ultra-High-Net-Worth Individuals in 2026


Don’t Just take our word for it

  • Exceptional Financial Advisory

    Trusted wealth management firm with institutional-quality investment solutions

  • Elevate Your Wealth Management Experience

    Achieve your objectives for today, for tomorrow, and across generations with our help faster.

  • We Are Your Fiduciary Partner

    Get comprehensive wealth planning, and intelligent digital solutions for you and your family.

Optimize Your Wealth. Amplify Its Impact.