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Robertson Stephens

(415) 500-6810 My Plan My Portfolio
  • Who We Are
    • Our Story
    • Our Offices and Advisors
    • Our Firm
    • Our Board
    • Join The Team
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
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Comprehensive
Wealth Planning

Tackling the Complexities of Your Financial Situation

Does the risk outweigh the reward? In our daily lives, we are constantly weighing options and making decisions that we believe are right for our future. When it comes to your finances, we believe that wealth planning can reduce the inherent systemic risk that exists when making decisions. We aim to mitigate these risks by providing you with strategies and opportunities that can be leveraged to help you meet short-term and long-term objectives.

Our Philosophy

We approach wealth by seeking a deeper understanding of your priorities, family, relationships, and overall well-being. By continuously collaborating with you as you pursue your goals, we aim to ensure that your plans withstand and adapt to life events and changes in the financial environment.

We always encourage you to speak to us about the changes in your life so that we can provide a range of tailored solutions, and ultimately, create a truly customized plan addressing your needs, goals, and aspirations

Financial Life Hierarchy

Our goal is to help you reach the level of fulfillment you desire. However, we recognize your life will change along with your needs and objectives. No matter in which stage you are, we will work together with you to prioritize and achieve what matters most.


What stage are you in?

Fulfillment

Transcendental – Your life provides meaning to others; a legacy to be remembered.

Peace of Mind

Emotional – You feel good about your life. You are “on track,” and money is not a source of stress or worry.

Achieving Goals

Aspirational – You are thoughtful about making changes in your life and are prepared for what lies ahead.

Managing Money

Foundational – You feel in control of your finances and are building wealth and protecting your family.


A Combination with the Fundamentals

Financial acumen and operational expertise are critical to the planning process. We want to help you navigate the intersection of your life and your wealth. We view ourselves as your guide on a journey that prospers when both your “wealth” and “life” plans are free to grow, develop and support your aspirations.

We use fundamental principles and planning tools and combine them with an understanding of motivations and desires. We rely on tools such as (i) Goals-based planning (ii) Cash flow planning (iii) What-if scenario analysis and (iv) Account aggregation to deliver the best possible solution for you. Beyond these tools, our commitment to communication and transparency is of the utmost importance to us. We use your wealth plan as the integral input to design your investment portfolio and build a comprehensive, personalized wealth solution.

We are true fiduciaries who are free from Wall Street’s conflict of interest, which puts us squarely on your side.

Talk To Us

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Brochure Disclosures Contact Us
455 Market Street, Suite 1600
San Francisco, CA 94105
p: (415) 500-6810
e: info@rscapital.com
Who We Are
What We Do
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News Room
Join The Team
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Copyright © 2023 · Robertson Stephens

  • Who We Are
    • Our Story
    • Our Offices and Advisors
    • Our Firm
    • Our Board
    • Join The Team
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

(415) 500-6810

My Plan

My Portfolio