Robertson Stephens Wealth Management - New York
Robertson Stephens Wealth Management - New York
810 7th Avenue
, Suite 1700
New York
10019
United States
Tel: (917) 477-4816
Website:
https://rscapital.com/
Business type:
Business Information
The Robertson Stephens New York office provides comprehensive wealth management solutions for high-net-worth and ultra-high-net-worth individuals and families. Grounded in the core principles of fiduciary duty and stewardship, we strive to provide the highest quality of financial advice and help our clients meet their financial and social impact goals. Our clients include small business owners, tech executives, young professionals, and family offices seeking a wealth management solution tailored their goals and needs. Our institutional-quality investment portfolios are anchored in holistic financial planning in collaboration with your trust, estate attorneys, and accountants. We lean on intuitive technology and hard work to earn our clients’ trust and provide an outstanding client experience.
Opening Times
Mon-Fri 9am-5pm, Sat-Sun Closed
Mon-Fri 9am-5pm, Sat-Sun Closed
Services:
Financial Planning, Investment Service, Wealth Management, Advisory Service, Fiduciary Service
Specialties:
Entrepreneurs and Business Owners, Environmental Social Governance (ESG) Integration, Pre- and Post- Liquidity Events, Family Office
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