Business Details
About
Investment ServiceFinancial PlanningFinancial PlannerFinancial Consultant
The Robertson Stephens Westport office believes wealth management is more than just investments – it’s personal. We aim to transform the wealth management experience by delivering an exceptional client experience and value proposition to each client. Working with high-net-worth and ultra-high-net-worth individuals and families, executives, and entrepreneurs, we serve not only as our clients’ advisor, but as a confidant, tailoring each wealth plan to an individual’s needs, objectives and constraints. Through an integrated wealth management process, our uniquely personal service, financial planning, insurance, estate, and investment management advice helps clients envision and establish their legacy based on their lifestyle.
Location
Hours
Frequently Asked Questions About Robertson Stephens - Westport
What types of clients does Robertson Stephens - Westport serve?
Robertson Stephens - Westport works with high-net-worth and ultra-high-net-worth individuals and families, executives, and entrepreneurs.
What services does Robertson Stephens - Westport offer?
They offer investment management, family governance, estate, tax and insurance planning, philanthropy, and lifestyle and administrative needs services.
What are the office hours for Robertson Stephens - Westport?
The office is open Monday through Friday from 9:00 AM to 5:00 PM, and closed on Saturdays and Sundays.
Where is Robertson Stephens - Westport located?
Their office is located at 61 Jesup Road, Westport, CT 06880, USA.
How can I contact Robertson Stephens - Westport?
You can contact them by phone at +1 203-635-5260 or by email at info@rscapital.com.
What social media platforms is Robertson Stephens - Westport active on?
They are active on Facebook, Instagram (@robertsonstephens), and Twitter (@rswealthadvisor).
How can Tri-Town Teachers Federal Credit Union help me when visiting Robertson Stephens - Westport?
Tri-Town Teachers Federal Credit Union offers banking and ATM services nearby, which can be convenient for managing your finances before or after visiting Robertson Stephens.
Are there any dental services near Robertson Stephens - Westport?
Yes, there are several dental offices nearby including Sunshine Dental Care LLC, Adam J. Freeman DDS, Stanley P. Freeman DDS, Embrace Orthodontics, and Imperial Dental Associates.
What community services are close to Robertson Stephens - Westport that might be useful?
Nearby community resources include the Westport Police Department, Westport Volunteer Emergency Medical Service (WVEMS), and Mid-Fairfield County Association of Realtors.
How does Robertson Stephens - Westport personalize wealth management for clients?
They provide a uniquely personal service by tailoring each wealth plan based on the client’s needs, objectives, and constraints through integrated wealth management, financial planning, insurance, estate, and investment advice.