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Robertson Stephens

Website for Robertson Stephens Wealth Management

(415) 500-6810 My Plan My Portfolio
  • Who We Are
    • Our Story
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    • 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
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Sun Valley, ID

The Robertson Stephens’ Sun Valley office aims to transform the wealth management experience for our clients. We are industry veterans who are experienced in partnering with individuals and families so that they can focus on what is most important to them. 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 develop a comprehensive view of our client’s financial goals and aspirations.

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Contact Us

675 Sun Valley Rd
Suite G
Ketchum, ID 83340

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(208) 506-7300

Areas of Expertise

  • Corporate Executives
  • Family Office
  • Multi-Generational Advisory
  • Philanthropic Planning
  • Pre- and Post- Liquidity Events

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Meet The Team

Erik R. Boe

Managing Director, Principal

Jack Gilligan, CFA

Senior Vice President

Brian W. Post, CFA®

Senior Vice President

Julie Steinman, CFP®

Senior Vice President

Eric Kiel

Vice President

Kelly Woodward

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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Resources

News

Weekly Commentaries

Events

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We are true fiduciaries who are free from Wall Street’s conflict of interest, which puts us squarely on your side.

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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
Insights
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