The Robertson Stephens Vail office is transforming wealth management one client at a time! We leverage our experience from some of the most prestigious firms on Wall Street and combine it with our passion for technology to execute our one and only goal: to help clients find financial peace of mind.

When we engage with new clients, we endeavor to learn as much as we can about their financial picture. This helps us to devise a tailored wealth plan, and an investment engine designed to help them meet their goals. We believe that change is the only constant in life. That’s why, inherent to our process, is an ongoing dialogue with our clients to handle whatever life throws their way and keep them on track. Furthermore, we work to continuously refine the delicate combination of risk and return as we navigate financial market events.

Our ideal client values our two-pronged approach of comprehensive planning and sophisticated investment management. We specialize in working with clients in technology and real estate across the United States and Europe. Your wealth planning doesn’t end with us. We partner with your family members, estate planning attorneys, and accountants to ensure comprehensive, holistic management of your entire financial vision, whether you are looking to retire, save for college, or create a legacy for future generations. And if you need to build your “team,” we’re happy to help!

Our clients entrust us with helping them reach their goals. We don’t take such a responsibility lightly, and we are privileged to serve them.