Robertson Stephens Wealth Management, LLC

Robertson Stephens is an independent fiduciary wealth management firm headquartered in San Francisco, providing comprehensive financial planning, investment management, retirement planning, estate planning, tax planning, and family office services. W...

Robertson Stephens is an independent fiduciary wealth management firm headquartered in San Francisco, providing comprehensive financial planning, investment management, retirement planning, estate planning, tax planning, and family office services. We serve individuals, families, executives, entrepreneurs, and business owners with personalized wealth strategies designed to preserve and grow wealth across generations. Building on a legacy rooted in innovation, our experienced advisors combine institutional-quality investment solutions with a collaborative, client-first approach to help clients pursue their long-term financial goals.