The Robertson Stephens Westport office believes wealth management is more than just investments – it’s personal. We apply a common methodology to each unique client using our “4 E’s” approach:

• Envision: Understand your goals.
• Establish: Create a roadmap toward those goals.
• Evaluate: Analyze the current economic environment, discuss developing themes in consideration of investments, review the cost of securities and debt instruments to reduce expense, consistently review new strategies and managers, access tax implications, and implement appropriate mitigation strategies.
• Evolve: Life is not static – babies are born, health issues arise, priorities shift, and goals become clearer. Our plan evolves accordingly with your needs.

We intend to deliver exceptional client experiences and value propositions to each client. Our team works with ultra-high-net-worth individuals and their families – from senior executives to entrepreneurs and many in between, we serve as our clients’ investment advisors and confidants, tailoring your wealth plan to your specific needs, objectives, and constraints. Through our integrated wealth management process, our focus is understanding how your wealth can work best for you, and our goal is delivering a uniquely personal service.