Wealth Planning
Wealth planning is the key to meeting your financial objectives—now, in the future, and across generations. We seize opportunities and mitigate risks, and we carefully monitor your plan to help you achieve your goals.
Our Philosophy
We believe a wealth plan is the foundation of our relationship with you. We use your plan as a road map to help manage and protect your wealth. Our approach is comprehensive: planning is an ongoing process that evolves with your changing needs and with the world around you.
We believe planning is both an art and a science: it requires a thorough understanding of your preferences, augmented with technical expertise and skillful implementation.
Your plan is the intersection of your wealth and your life. We view ourselves as your guides on your path to leading the life you want.
Our Process
A Focus on Today’s Challenges—And A Process of Discovery
Our process begins with a focus on your current financial circumstances and priorities. We perform an in-depth analysis to understand your needs, goals, and concerns—so we can ensure that you’re beginning from a position of strength.
Planning for Challenges and Opportunities
We work with you to understand your intentions for your life and your legacy. We partner with you to build a bespoke plan that seeks to take advantage of opportunities, anticipates challenges, and increases resilience.
An Interactive Experience that Puts You in the Driver’s Seat
Our customized, interactive presentations help you gain an in-depth view of your financial life and understand and evaluate your plan in real-time. That means you can make informed decisions about your goals, your philanthropic aims, and your legacy.
Vigilance
Change is inevitable—and we plan for it. We monitor many factors affecting your wealth. And we keep you informed through regular planning reviews.
Our People
Planning is core to Robertson Stephens: one fifth of our employees are Certified Financial Planners® professionals (CFP®).
Our centralized wealth planning team supports our advisors in meeting the complex needs of affluent families and family offices.
Our team has deep expertise in a wide range of areas, including tax, risk management, trust and estate, philanthropy, life transitions, and retirement planning. We take a creative and agile approach to helping you meet your financial goals.
We always seek to understand the client’s objectives, their financial circumstances, and most importantly, their unique preferences.
Mallon FitzPatrick
Head of Wealth Planning
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