Our roots in Silicon Valley combined with alternative investment experience translate to handpicked, well-researched opportunities that elsewhere, have a high barrier to entry. Robertson Stephens identifies qualified private opportunities for those looking for an innovative, yet rigorous approach to investment management. We understand what smart investors want and take a thoughtful and specialized approach.

Access and manage your financial accounts, on demand, and at any time. We are committed to using technology to maintain our position on the cutting edge of wealth management solutions. We deliver actionable insights straight to you based on your individual goals and aspirations. Our technology offering makes wealth management accessible, secure, and easy to implement.

Our firm is committed in partnership with you to help you realize the full potential of your wealth. Behind your investment portfolio are people, families, lifestyles and legacies to be cared for, tended to, and grown. We provide a suite of services that is virtually impossible to get in one place outside of a family office including a comprehensive life plan which covers trust, estate, tax, lending and philanthropic planning.

Wealth Managers at Robertson Stephens are fiduciaries. We provide unbiased advice and our fees are completely transparent. Our clients have the confidence that their wealth managers are working solely in their best interest. Our depth and breadth of industry experience informs the decisions we make to build a solution tailored to our clients’ individual needs.