Robertson Stephens - New York

Robertson Stephens - New York

615 810 7th Avenue Suite , New York, 10019 (917) 477-4816 Website

Opening hours (23 Jun - 29 Jun)

  • This week| Next week

  • Monday

    -
  • Tuesday

    -
  • Wednesday

    -
  • Thursday

    -
  • Friday

    -
  • Saturday

    closed
  • Sunday

    closed

Late night shopping

Late night shopping unknown

Late night shopping

Sunday shopping unknown


Company description

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.