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Robertson Stephens

(415) 500-6810 My Plan My Portfolio
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Vail Valley/Denver, CO

The Robertson Stephens’ Vail/Denver office aims to transform the wealth management experience for our clients. 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 our client’s personal finances, partnering with their professional team to create a financial plan that reflects their goals and priorities.

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124 S. Monroe St.
Denver, CO 80209

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(970) 688-8646

Areas of Expertise

  • ESG Investing
  • Multi-Generational Advisory
  • Philanthropic Planning
  • Real Estate
  • Sudden Wealth & Inheritance

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Meet The Team

Lauren Sigman, CFP®

Managing Director, Principal

Daniel Arcos, CFA®

Senior Vice President

Chanda Wilcox

Associate

Insights

Reflections on Banking

Money Market Funds

Catalysts, Consequences, Contagion (Triple CCC)

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News

15 Mar

Some Advisors Tell Clients To Limit Bank Deposits To $250K Per Bank

15 Mar

Robertson Stephens’ Garretty Reacts to US CPI

1 Mar

Financial Planning For Couples Who Totally Disagree

8 Feb

Money Life with Chuck Jaffe feat. Jeanette Garretty

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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
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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