We are a privately-held national wealth management firm—with roots in one of the country’s most legendary tech-focused investment banks. In the 1990s, the original Robertson Stephens underwrote hundreds of the era’s most groundbreaking IPOs, helping to fuel the technology revolution.
We’re proud to build on that forward-thinking legacy—augmented with our core values of stewardship, integrity, collaboration, curiosity, and innovation. Today, we are one of the fastest-growing wealth management firms in the country.
We aim to be the best wealth management firm. We elevate the wealth management experience with institutional-quality investment solutions, comprehensive wealth planning, and intelligent digital solutions for you and your family. We are a fiduciary: that means you are always our highest priority. We partner with you to help achieve your objectives for today, for tomorrow, and across generations.
We partner with you and hold ourselves accountable to help you achieve your goals. We rely on our compassion to meet you where you are, and we strive to exceed your expectations and give you peace of mind.
We always act in your best interests. Our decisions and actions are rooted in transparency and honesty. We take great pride in the trust you place in us.
We work together to serve your unique needs at the highest standard. We have many employees but only one firm, and we encourage each other to grow professionally and positively impact you, your family, and your community.
We are industry veterans with diverse and complementary skill sets who apply our craft with humility. We embrace the unknown and courageously challenge the status quo to remain at the forefront of our field.
We are a team of talented professionals passionate about creatively meeting your evolving needs. We embrace change and leverage technology to build trust and create enduring relationships.
455 Market Street
Suite 1450
San Francisco, CA 94105
p: (415) 500-6810
e: info@rscapital.com
