Vail Valley/Denver, CO
The Robertson Stephens’ Vail Team is transforming the wealth management experience by combining institutional quality investment management with personal financial planning for individuals and their families. Our collective talent is built upon a foundation of experience working at some of the most prestigious firms on Wall Street. We are proud to offer and deliver comprehensive wealth plans and tailored investment portfolios, all supported by Robertson Stephens’ innovative technology stack. We work with all types of clients, with the desire to turn your goals into a reality. Our two-pronged process involves creating a carefully tailored financial plan along with an intentionally constructed investment engine designed to fuel your plan. We constantly refine the delicate combination of risk and return as we seek to build an investment portfolio that will bring you closer to achieving your personal goals, whether you are looking to retire, save for college, or create a legacy for future generations.
Areas of Expertise
- ESG Investing
- Multi-Generational Advisory
- Philanthropic Planning
- Real Estate
- Sudden Wealth & Inheritance
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