Holmdel, NJ
The Robertson Stephens Holmdel Office partners with clients to achieve and sustain wealth, which we define as having financial freedom and enjoying the intrinsic value of controlling one’s time. Our core service, Financial Life Guidance, operates at the intersection of clients’ lives and their money, with the express purpose of helping them live an optimal life free from stress and anxiety. We believe that wealthy people are underserved, and their financial needs are not adequately addressed. We are proud to provide a differentiated service that makes your financial success our mission. Our team is qualified to provide such service and earn clients’ trust. Our experience, education, and credentials allow us to offer sophisticated wealth planning, institutional investment management, and a fully integrated tax advisory and compliance service. We strive to “know our clients,” creating an intimacy that facilitates proactive communication of innovative financial strategies to optimize client wealth while acknowledging the behavioral biases that often stand in the way.
Areas of Expertise
- Corporate Executives
- Financial Life Guidance
- Multi-Generational Advisory
- Pre- and Post- Liquidity Event
- Tax Management
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