Emails

• info@rscapital.com

Additional Links

• https://www.facebook.com/Rober...
• http://twitter.com/RSWealthAdv...

Hours of Operation

• M-F 9am-5pm
• Sa Closed
• Su 24hr

Specialties

• Certified Investment Couseling
• Certified Financial Planning
• Asset Allocation Strategy
• Philanthropic Strategies
• Investment Planning

Services

• Financial Planning
• Financial Education
• Multi-Generational Advisory
• Wealth Planning

About Robertson Stephens - Pasadena

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.

Keywords / Tags

Certified Investment Counseling, Certified Financial Planner, Wealth Planning

Business Brokers, Financial Planners, Investment Advisory Service, Investments