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Testimonials provided by current clients of Robertson Stephens Wealth Management, LLC. Testimonials may not be representative of the experience of other customers and are no guarantee of future performance or success.
Avi and his team have functioned as a private office for me, extending my capacities by managing my personal wealth and advising me on anything finance-related. Whenever I pose a question to them or ask them to handle a task, I know that it will be done promptly with consistent communication, the utmost skill, and great integrity. I could not have hired a better team. I don't know what I would have done without Avi. When a sudden liquidity event completely transformed the scale of my wealth, Avi was there to help me navigate all of the new questions and opportunities. My prior wealth plan went out the window, and I had to make decisions about investing, taxes, estate lawyers, risk, charitable donations, supporting my family, and even personal security. Avi helped me navigate all those things, connecting me with the best possible advisors and giving me the support I needed to make informed decisions.
Client since 2019
Avi Deutsch has managed our assets and helped us determine our financial future for nearly half a decade. His close attention to our particular investment needs is evident in the decisions and opportunities he makes available to us. Avi goes out of his way to connect us with his wider network when it makes sense, which has been invaluable. We are happy to be working with him and look forward to working together for many years to come.
Client since 2021
There is much I appreciate about John Lau and his team's management of my financial assets. The ongoing portfolio reviews are very helpful by providing outlook and clarification when needed. I greatly appreciate the assistance received when I've had questions, concerns, or needed information about financial issues. Everyone is very kind and helpful. Finally, the financial workshops provided by John and his team are terrific and of great public benefit. Financial literacy is very important. They keep us updated and in the know about the IRS and law changes, planning for retirement, and investment strategies. They are a great team and I feel my financial assets are in good hands.
Client since 2022
I highly recommend Joe Delaney for financial advising and investments. He demonstrates personal integrity and commitment to build your family's financial strength and secure future. Joe has consistently exceeded our expectations. With his guidance, we feel renewed confidence in our financial future, thanks to his thoughtful planning, advice, and clear goal setting. If you're looking for a trustworthy and kind partner in your financial journey, Joe Delaney is an exceptional choice.
Robertson Stephens client
Working with Joe over the past few years has been wonderful. After using different money managers in the past, I have felt that leaving each meeting with Robertson Stephens Wealth Management, LLC has provided me with a sense of calm and understanding that I am being taken care of as a client. I prefer a more standoff approach to my asset management, and Joe has acknowledged and provided this with a clear and communicative approach since we started working together. Knowing his skills and trusting him to look after me as a client has been easy. I see a long-term financial future with him and Robertson Stephens Wealth Management, LLC and am pleased to have someone as skilled, personable, and straightforward as Joe.
Robertson Stephens client
I have experienced a great deal of change during the 15 years that I have been working with Frank. Throughout these events, I turned to Frank for financial advice. He helped with the things you would expect, preparing taxes, estate planning, insurance, and car purchases. However, all of this does not describe nearly all the ways that Frank supported me through all of my life changes. Frank helped me to stay focused on what was important to me and the positive aspects of the change that I was experiencing. He was there to provide common sense advice and to act as a sounding board beyond the financial implications.
Client of 15 years
There is truly no better financial advisor. Mike Tierney is a paragon of ethics, insight, warmth, and generosity. He is an incredible resource and a brilliant font of information. He is also an excellent researcher. I would be bereft without his guidance.
Client of over 10 years
Mike has been our family's financial advisor for over fifteen years. He has taken the time to get to know all the members of our family. He understands risk tolerance, is responsive, and provides informative and educational advice. Many advisors are employed by financial services firms and recommend their own firm's investment products. Mike is an independent advisor and fiduciary, untethered to any such pressure. His unbiased agility and experience have resulted in steady returns and loss mitigation during downturns. I highly recommend Mike.
Client of over 15 years
We build personalized portfolios based on your specific situation, including your risk tolerance, tax sensitivity, liquidity needs, and values. We use a disciplined approach that balances long-term growth strategies with short-term opportunities when they make sense. We continuously monitor your investments and adjust as needed, drawing on institutional-quality research and due diligence.
Our investment philosophy focuses on protecting and growing your wealth through a disciplined, diversified approach that's tailored to your specific situation — your risk tolerance, tax needs, and values. We blend long-term strategic investing with tactical opportunities when they make sense, using both public and private markets where appropriate.
We work on a fee-based model, which means our compensation is tied to the assets we manage for you rather than commissions on products we sell. This aligns our interests with yours — when your portfolio grows, we do better too. The specific fee structure varies by client based on your situation and needs.
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