Houston, TX
The Robertson Stephens’ Houston office aims to transform the wealth management experience for our clients. 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 personal finances, partnering with your professional team to create a financial plan that reflects your goals and priorities. Our team has specialized in building investment portfolios whose underlying constituents include strategies designed to address growing and complex problems, e.g., climate, clean water, energy efficiency and transition, food and food systems, and social equity.
Areas of Expertise
- ESG Investing
- Multi-Generational Advisory
- Philanthropic Planning
- Real Estate
- Sudden Wealth & Inheritance
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