A Partner for Your Wealth Management Practice
Grow, Profit, and Enhance Your Business
At Robertson Stephens, we recognize the dedication it takes to build your practice.
You’ve created a successful business, maintained extensive client relationships, and are now looking toward the future. The very success that you’ve worked so hard to achieve can bring a new set of challenges.
Elevate Your Practice
Strategic Merger Opportunity
You’ve reached a pivotal moment in your journey where the next step is crucial. Your firm is successful, but you’re grappling with:
Administration
Reducing administrative tasks that take time away from existing or prospective clients.
Growth
Acquiring new client assets that may require additional capabilities to grow your business.
Tech and Ops
Solving for rising technology costs and complex compliance rules.
Solutions Tailored to the Advisor
At Robertson Stephens, we offer a synergistic partnership that propels you forward.
Support Structure
Offload administrative burden and refocus on deepening your client relationships and expanding your business.
Enhanced Growth
Gain access to sophisticated investments and advanced wealth planning to attract high-net-worth and ultra-high-net-worth clients.
Operational Efficiency
Leverage advanced technology to streamline operations and improve the client experience.
The Robertson Stephens Advantage
Join a firm that is growing and affords advisors the opportunity to participate in the economic growth of the firm.
Better Client Experience
Enhance the services and capabilities you offer clients.
Greater Scalability
Optimize your operations to maximize revenue.
Improved Quality of Life
Offload the burdens of running your own firm.
Accelerated Growth
Break through ceilings with our resources and networks.
Take the next step
Start a conversation
Discover how a partnership can open doors to growth and continued success for your business.
1 (917) 810-5314
info@rscapital.com
455 Market Street, Suite 1600
San Francisco, CA 94105