The Robertson Stephens New York office offers comprehensive wealth management solutions tailored to high-net-worth individuals worldwide. As fiduciaries and stewards of wealth, we provide expert financial advice that allows our clients to focus on their lives, knowing we are looking after their finances. Our clients—entrepreneurs, business owners, tech executives, and young professionals—value a wealth management experience that matches with their pace and lifestyle.

We take a holistic approach to financial well-being, ensuring every aspect of your wealth is thoughtfully managed. Based on comprehensive financial planning, we design institutional-quality investment portfolios. We also oversee key elements of your broader financial strategy including estate planning, taxes, and insurance to identify potential blind spots.

For those interested in values-aligned investing options, we offer strategies including ESG integration, thematic impact investing, and innovative philanthropic solutions.

With a commitment to excellence, we work tirelessly to earn your trust and provide an outstanding client experience.