New York – Deutsch
The Robertson Stephens’ New York – Deutsch office provides comprehensive wealth management solutions for high-net-worth individuals from around the globe. Grounded in the core principles of fiduciary duty and stewardship, we strive to provide the highest quality of financial advice and empower our clients to meet their financial and social impact goals. Our clients include entrepreneurs, tech executives, and young professionals seeking a wealth management solution that matches their pace and lifestyle.
Our institutional-quality investment portfolios are anchored in holistic financial planning achieved in collaboration with your trust and estate attorneys and accountants. Building on your individual values and our deep expertise in values-aligned investing, we design and implement impact strategies across the spectrum of environmental, social, and governance (ESG) integration, thematic impact investing, and innovative philanthropic solutions. We lean on intuitive technology and hard work to earn our clients’ trust and provide an outstanding client experience.
Areas of Expertise
- Entrepreneurs and Business Owners
- Environmental Social Governance (ESG) Integration
- Pre- and Post- Liquidity Events
- Technology Executives
- Thematic Impact Investing
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