Our Offices
110 South Wynstone Park Drive, Unit #103
North Barrington, IL 60010
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The Robertson Stephens North Barrington office strives to provide clients with the personal level of attention and service of a small boutique firm with the wealth management, investment advisory resources and expertise of the largest of firms. We combine the expertise of our staff and external resources to assemble the best team to provide a lifetime of financial guidance to each unique client relationship. We hold in high regard the faith and trust that each of our clients has placed in us to act as a lifelong partner in building and guiding their wealth plan.
Megan Mikusa, John Dorn, Tom Chernesky, and Dan Zarzynski
Our comprehensive, in-depth approach seeks to reflect all your priorities and specific life circumstances. We use a four-stage process to develop your financial plan.
We begin building your financial picture by asking questions regarding your thoughts, feelings, fears and experiences. We provide you with a personal financial website to organize the details and agreed upon assumptions to be used in your financial plan.
Here we clarify and prioritize your financial goals as well as quantify where you are versus where you want to be.
The wealth planning team is coordinated to address your priorities and the gaps which may exist in the following six planning areas:
Your wealth planning team now puts into place a very specific and customized course of action. As a fiduciary, we always pursue the most appropriate investment and financial solutions for you. One of our greatest responsibilities is the continual due diligence, market research and analysis that is necessary to identify opportunities deemed to be in your best interest.
This stage is perpetual. We continually retrace our steps and look at what we have learned and recommended in the prior three stages. Adjustments are implemented to best reflect agreed upon assumptions, investment risk / return profile and priority of objectives.
Life transitions require comprehensive professional advice and expertise.
We all face transitions during our lives. Some we will celebrate, and others will be quite unsettling. Robertson Stephens North Barrington will be there with you and your family every step of the way.
The coordinated team of advisors at Robertson Stephens, along with our partners, are highly experienced in providing you guidance as you transition through life. Your wealth planning team will consist of the following professionals:
We can coordinate with your existing professionals or construct the right team for you. Let us take the guesswork out of your financial decision making.
455 Market Street
Suite 1450
San Francisco, CA 94105
p: (415) 500-6810
e: info@rscapital.com
