The Robertson Stephens Boise office serves individuals and families across Idaho and throughout the US. As fiduciaries, we strive to transform the wealth management experience for our clients through our collaborative approach that incorporates both financial and non-financial decision-making to drive better financial outcomes.

To help our clients accomplish their wealth management needs and goals, we have designed our practice around the combination of decades of planning and investment experience and partnerships with your family, attorneys, estate planners, and accountants to provide tailored wealth management strategies on an innovative and contemporary platform.

We pride ourselves in offering our clients unique and customized advice at the local level backed by the expanded expertise and institutional-quality resources of the Robertson Stephens organization across the country.