Marin County, CA
The Robertson Stephens’ Marin County office aims to transform the wealth management experience for our clients. We are industry veterans who are experienced working with high-net- worth clients. Driven by innovation, we offer unique solutions that are designed to ensure our client’s long-term financial success. We help provide access to institutional-quality public and private investment solutions, comprehensive wealth planning, and intelligent digital solutions, all within a fiduciary relationship. We implement a collaborative approach to managing your wealth, partnering with your family, attorneys, estate planners, and accountants. We partner with them to transform our client’s financial goals and aspirations into reality.
Areas of Expertise
- Corporate Executives
- Pre- and Post- Liquidity Events
- Real Estate
- Retirement Plan Consulting
- Sudden Wealth & Inheritance
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