Pasadena, CA
The Robertson Stephens’ Pasadena office aims to transform the wealth management experience for our clients. We are industry veterans with particular expertise working with multi-generation families of wealth. 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 wealth by partnering with your family, attorneys, estate planners, and accountants to ensure comprehensive, holistic management of our client’s entire financial picture.
Areas of Expertise
- Financial Education
- Multi-Generational Advisory
Contact Us
"*" indicates required fields
