September 6, 2022 – Evolution is undeniably taking hold in the financial services industry, but registered investment advisors (RIAs) and, more importantly, clients still benefit from some traditional values. While many wealth managers gloss over such standards, Robertson Stephens is blending principles with a unique approach to wealth planning.

Some financial advisors likely remember Robertson Stephens as a leading investment bank – one that was among dominant underwriters of consumer internet and technology initial public offerings (IPOs) during the go-go days of the 1990s technology boom. That’s a bygone era, but it paved the way for the privately held firm to become one of the top boutique wealth managers in the U.S.

“We pride ourselves on our values of integrity, collaboration, innovation, and transparency. Those values drive a highly personalized client experience that combines the high touch of a specialized firm with deep and extensive resources,” according to Raj Bhattacharyya, CEO of Robertson Stephens.

This creates the foundation for the firm’s innovative and modern style of wealth planning.

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