Robertson Stephens Wealth Management, LLC - Menlo Park

The Robertson Stephens Menlo Park office provides comprehensive wealth management and financial planning for ultra-high-net-worth individuals, families, real estate entrepreneurs, and Silicon Valley founders and executives. With over 60 years of comb...

The Robertson Stephens Menlo Park office provides comprehensive wealth management and financial planning for ultra-high-net-worth individuals, families, real estate entrepreneurs, and Silicon Valley founders and executives. With over 60 years of combined experience, our fiduciary advisors deliver institutional-quality public and private investment solutions alongside in-depth wealth planning. We take a collaborative approach, working closely with clients, families, attorneys, estate planners, and accountants to build coordinated strategies. Focused on clarity, precision, and responsiveness, we leverage innovative technology and a deep professional network to help clients simplify complexity and achieve long-term financial goals.