Robertson Stephens Wealth Management, LLC Strengthens Presence in Colorado
Three Points Financial joins Robertson Stephens Wealth Management, LLC, opens new office in Colorado Springs SAN FRANCISCO, May 16, 2024—Robertson Stephens Wealth Management, LLC (“Robertson Stephens Wealth Management, LLC”) has further strengthened its presence in Colorado by welcoming Three Points Financial, an SEC-registered investment advisor managing about $118 million in advisory assets. Mary Alpers, founder of Three […]
Robertson Stephens Wealth Management, LLC Named Among USA TODAY’s Best Financial Advisory Firms in 2024
San Francisco, April 30, 2024 /PRNewswire/ — Robertson Stephens Wealth Management, LLC (“Robertson Stephens Wealth Management, LLC”), a national boutique wealth management firm that manages more than $5.4 billion in client assets, is proud to announce that it has been named to USA Today’s Best Financial Advisory Firms in 2024. “For two consecutive years, we are proud […]
Robertson Stephens Wealth Management, LLC Hits $5 billion AUM, Deepens Presence in the Northeast
The firm welcomes wealth managers, William Thrush and Meghan Rump, in new CT office, 5th office in the Northeast SAN FRANCISCO, March 1, 2024 — Robertson Stephens Wealth Management, LLC (“Robertson Stephens Wealth Management, LLC”) has reached $5 billion in AUM and has made its newest addition in the Northeast. The firm welcomes William (Bill) […]
3 Questions with Robertson Stephens Wealth Management, LLC featuring Best Selling Author, Speaker, and Consultant Rachel Kodanaz – Personal Possessions
November 16, 2023 – Chief Marketing Officer, Louis Calabrese, hosts Managing Director, Lauren Sigman and best selling author, speaker, and consultant Rachel Kodanaz to discuss strategies for categorizing and passing on personal possessions to the next generation. Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens Wealth Management, LLC”), an SEC-registered […]
Robertson Stephens Wealth Management, LLC Continues Its National Expansion with 4th office in the Mountain States
Wealth manager Tom Bruno joins to establish Jackson, WY office San Francisco, Calif.— November 6, 2023—Robertson Stephens Wealth Management, LLC (“Robertson Stephens Wealth Management, LLC”) opens a new office in Jackson, Wyoming, further growing its national presence in the mountain state region. Tom Bruno, joins as Managing Director and Principal, specializing in comprehensive wealth management […]
3 Questions with Robertson Stephens Wealth Management, LLC featuring Mallon FitzPatrick – Generational Wealth Transfer
August 29, 2023 – Chief Marketing Officer, Louis Calabrese, hosts Head of Wealth Planning, Mallon FitzPatrick, to discuss generational wealth transfer and why now is the time to do it. Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens Wealth Management, LLC”), an SEC-registered investment advisor. Registration does not imply any […]
Robertson Stephens Wealth Management, LLC Continues National Expansion with New Southern California Presence
Wealth manager Karen McClintock joins to establish Pasadena office San Francisco, Calif.—December 8, 2021—Robertson Stephens Wealth Management, LLC (“Robertson Stephens Wealth Management, LLC”) continues to grow its national footprint, opening an office in Pasadena, CA. Wealth manager, Karen McClintock, joins as Managing Director and Principal, bringing over $160 million in advisory assets. Karen specializes in […]
Robertson Stephens Wealth Management, LLC Further Expands Southwestern Presence
Wealth manager Christopher Knapp joins to establish Houston office San Francisco, Calif.— February 2, 2021—Robertson Stephens Wealth Management, LLC (“Robertson Stephens Wealth Management, LLC”) further grows its presence in the Southwest by opening an office in Houston, Texas. Financial advisor, Christopher Knapp, joins as Managing Director and Principal, bringing over approximately $200 million in assets, […]