Business Details
About
Investment ServiceFinancial PlanningFinancial ConsultantFinancial Planner
The Robertson Stephens Madison office aims 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, we believe financial planning and investment management are mutually dependent. Through an integrated wealth management process, our uniquely personal service, including all our planning, insurance, estate, and investment advice, is tailored to the individual needs, objectives and constraints of each client. We implement a collaborative approach to managing the client’s wealth, partnering with their family, attorneys, estate planners, and accountants.
Location
Hours
Frequently Asked Questions About Robertson Stephens - Madison
What services are offered by Robertson Stephens - Madison?
Robertson Stephens - Madison offers investment management, tax planning, risk management, wealth and estate planning, and philanthropic planning services.
Where is Robertson Stephens - Madison located?
Robertson Stephens - Madison is located at 40 Main St, Madison, NJ 07940, USA.
What are the business hours of Robertson Stephens - Madison?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
Who does Robertson Stephens - Madison primarily serve?
They work with high-net-worth and ultra-high-net-worth individuals and families, providing personalized financial planning and investment management.
How can I contact Robertson Stephens - Madison?
You can contact them via phone at +1 973-441-2110 or email at info@rscapital.com.
What approach does Robertson Stephens - Madison take in managing clients' wealth?
They implement a collaborative approach, partnering with clients' families, attorneys, estate planners, and accountants to tailor financial, insurance, estate, and investment advice.
Are there fitness centers near Robertson Stephens - Madison where I can work out before or after appointments?
Yes, nearby fitness options include Cray Fitness, JH Training, Ann Pelino Integrative Fitness, and THE MAX Challenge of Madison.
What dining options are available close to Robertson Stephens - Madison?
Near the office you can find Italian restaurants like Formaggio's Pizzeria, Il Goccino Ristorante, Rocco's Tuscany Bar and Grill, Colombian cuisine at Delikositas Madison, and coffee shops such as DRIP coffee.
Are there any retail shops near Robertson Stephens - Madison for clothing or gifts?
Yes, nearby retail shops include Wish and Statements boutiques, Prima men's clothing store, The Snooki Shop women's clothing and jewelry store, and The Pink Pear flower and gift shop.
Is there a park or outdoor space close to Robertson Stephens - Madison for relaxation?
Yes, Whippany Park is a nearby community park that offers a nice outdoor space for relaxation before or after your visit.