Business Details
About
Investment ServiceFinancial PlanningFinancial PlannerFinancial Consultant
The Robertson Stephens’ Menlo Park office brings a combined 60 plus years of experience to creating smart, comprehensive financial solutions for its clients, with a focus on ultra high net worth individuals and their families, real estate entrepreneurs and Silicon Valley founders and executives. We are driven by the belief that great wealth is a gift that deserves a fiduciary relationship defined by institutional-quality public and private investment solutions and in-depth wealth planning, in partnership with your family, attorneys, estate planners and accountants. Recognizing our clients’ busy, complex lives, we strive for clarity, precision and responsiveness in all we do, employing innovative technology and our network of professionals to help us meet your needs and achieve your financial goals.
Location
Robertson Stephens - Menlo Park
1550 El Camino Real, Menlo Park, CA
94025, United States
Hours
Frequently Asked Questions About Robertson Stephens - Menlo Park
What services does Robertson Stephens - Menlo Park provide?
Robertson Stephens - Menlo Park offers investment management, wealth management, financial consulting, and financial planning services tailored for ultra high net worth individuals, real estate entrepreneurs, and Silicon Valley executives.
What are the specialty areas of Robertson Stephens - Menlo Park?
The firm specializes in family office services, multi-generational advisory, philanthropy and foundation consulting, pre- and post-liquidity events, real estate wealth, and tax management.
What are the office hours for Robertson Stephens - Menlo Park?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and closed on weekends.
Where is Robertson Stephens - Menlo Park located?
It is located at 1550 El Camino Real, Suite 250, Menlo Park, CA 94025, USA.
How can I contact Robertson Stephens - Menlo Park?
You can reach them by phone at +1 415-500-6810 or via email at info@rscapital.com.
Does Robertson Stephens - Menlo Park have an online presence?
Yes, you can find them on LinkedIn, Facebook, Instagram @robertsonstephens, Twitter @rswealthadvisor, and their website at https://rscapital.com/menlo-park-ca/.
Are there real estate professionals nearby that clients might engage with?
Yes, nearby real estate agents such as Marc Bryman, Jerry Rice, Michele Musy, Parsons Home Team, Kevin T. Ames Realtor, and The Gullixson Team offer complementary expertise for clients interested in real estate ventures.
What nearby legal services can assist clients in estate and tax planning?
Nearby legal firms such as Sheppard Mullin, Feinberg Day Alberti Lim & Belloli, Davis Polk & Wardwell LLP, Davis Polk & Wardwell, and Shearman & Sterling provide expert legal and property management services that can support estate and tax planning needs.
What local amenities exist near Robertson Stephens office for client convenience or leisure?
Clients can enjoy amenities such as Beltramo's Wines and Spirits for dining and wine, FitTRAC Menlo Park Gym and Bulldog Sports and Fitness for workouts, and beauty services at Jax Salon nearby.
What types of clients are best suited for Robertson Stephens - Menlo Park's financial services?
They serve ultra high net worth individuals and families, real estate entrepreneurs, Silicon Valley founders and executives seeking fiduciary relationships and comprehensive wealth solutions.