Robertson Stephens - Pasadena

About

Investment ServiceFinancial ConsultantFinancial PlannerFinancial Planning
The Robertson Stephens’ Pasadena office aims to transform the wealth management experience for our clients. We are industry veterans with particular expertise working with multi-generation families of wealth. Driven by innovation, we offer unique solutions that are designed to ensure our client’s long-term financial success. We help provide access to institutional-quality public and private investment solutions, comprehensive wealth planning, and intelligent digital solutions, all within a fiduciary relationship. We implement a collaborative approach to managing your wealth by partnering with your family, attorneys, estate planners, and accountants to ensure comprehensive, holistic management of our client’s entire financial picture.

Details

  • Requires appointmentAvailable
  • Online appointmentsAvailable

Location

Robertson Stephens - Pasadena
251 S. Lake Avenue, Pasadena, CA
91101, United States

Hours

Frequently Asked Questions About Robertson Stephens - Pasadena

What services does Robertson Stephens - Pasadena offer?

They provide financial planning, financial education, multi-generational advisory, and wealth planning services.

What are the specialties of Robertson Stephens - Pasadena?

Their specialties include certified investment counseling, certified financial planning, asset allocation strategy, philanthropic strategies, and investment planning.