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Robertson Stephens

Website for Robertson Stephens Wealth Management

(415) 500-6810 My Plan My Portfolio
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Santa Rosa, CA

Robertson Stephens’ Santa Rosa office provides Pension Consulting Services to employee retirement plans. We are industry veterans experienced in working with profit and non-profit institutions, governmental organizations, and municipalities. Driven by innovation and supported by highly specialized talent with deep expertise, we offer a suite of resources designed to ensure our client’s “Best Interests” are met in helping them manage the operation and maintenance of their employee retirement plans. Our collaborative approach positions us to help employers reduce and control plan costs, increase participation and contribution rates, minimize fiduciary liability, provide employee education, supply plan fee analysis, and offer appropriate investment alternatives and monitoring tools. We aim to provide you with the resources, knowledge and experience to help you make the right decisions about your employee retirement plan.

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Contact Us

2455 Bennett Valley Road
Suite B115
Santa Rosa, CA 95404

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(800) 882-7537

Areas of Expertise

  • Corporate Executives
  • ESG Investing
  • Financial Education
  • Retirement Plan Consulting
  • Small Business

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Meet The Team

Rick Tasker, GFS®, AIF®

Managing Director, Principal

Yvette Clark

Vice President

Insights

FOMC Commentary – September 20, 2023

Market Note: What is a Natural Interest Rate Anyway? 

3 Questions with Robertson Stephens featuring Mallon FitzPatrick – Generational Wealth Transfer

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News

21 Sep

Preparing Clients For The Risk Of Cognitive Decline

31 Aug

Mallon FitzPatrick on Cheddar News

28 Aug

Jeanette Garretty on Bloomberg Daybreak: Australia

26 Jul

Advisors roll with the Fed’s well-telegraphed monetary policy move

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We are a boutique firm that offers a comprehensive suite of wealth management solutions.

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Brochure Disclosures Contact Us
455 Market Street, Suite 1600
San Francisco, CA 94105
p: (415) 500-6810
e: info@rscapital.com
Who We Are
What We Do
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News Room
Join The Team
Who We Are | What We Do | Insights | News Room | Join The Team

Copyright © 2023 · Robertson Stephens

  • Who We Are
    • Our Story
    • Our Offices and Advisors
    • Our Firm
    • Our Board
    • Join The Team
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

(415) 500-6810

My Plan

My Portfolio