Business Details
About
Investment ServiceFinancial ConsultantFinancial PlannerFinancial Planning
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.
Location
Robertson Stephens Wealth Management - New York
810 7th Avenue, New York, NY
10019, United States
Hours
Frequently Asked Questions About Robertson Stephens Wealth Management - New York
What services does Robertson Stephens Wealth Management - New York offer?
They provide Financial Planning, Investment Service, Wealth Management, Advisory Service, and Fiduciary Service tailored for high-net-worth individuals and families.
Where is Robertson Stephens Wealth Management - New York located?
The office is located at 810 7th Avenue, Suite 615, New York, NY 10019, USA.
What are the office hours for Robertson Stephens Wealth Management - New York?
Their office is open Monday through Friday from 9:00 AM to 5:00 PM and closed on weekends.
Who are the typical clients of Robertson Stephens Wealth Management - New York?
Clients include small business owners, tech executives, young professionals, and family offices seeking personalized wealth management solutions.
How can I contact Robertson Stephens Wealth Management - New York?
You can reach them by phone at +1 917-477-4816 or email at info@rscapital.com.
Does Robertson Stephens Wealth Management - New York focus on any specialized financial services?
Yes, they specialize in services for entrepreneurs and business owners, ESG integration, pre- and post-liquidity events, and family office solutions.
Are there any financial institutions near Robertson Stephens Wealth Management that clients could use?
Yes, Chase Bank and Community Federal Bank are nearby, providing convenient banking and ATM access for clients.
What nearby amenities can visitors to Robertson Stephens Wealth Management explore?
Nearby, visitors can enjoy 810 Deli and Cafe for dining, and visit the Hope Sculpture by Robert Indiana landmark for a cultural experience.
Are there professional services close to Robertson Stephens Wealth Management that clients might also need?
Yes, nearby professional services include legal offices like the Law Office of Marc Fernich and Alter Wolff Foley and Stutman, as well as real estate agencies such as Mariana Bekerman Real Estate and MQ Realty.
Does Robertson Stephens Wealth Management have an online presence where I can learn more?
Yes, they maintain a website at https://rscapital.com/ and are active on social media platforms including LinkedIn, Facebook, Instagram (@robertsonstephens), and Twitter (@rswealthadvisor).