Robertson Stephens

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Robertson Stephens For more information, please visit www.rscapital.com. LFS Wealth Advisors joined Robertson Stephens Wealth Management in December 2022.

Investment advisory services offered through Robertson Stephens Wealth Management, LLC, an SEC-registered investment advisor. Robertson Stephens is a wealth management firm striving to provide comprehensive and innovative investment strategies and wealth solutions to our clients through an intelligent digital platform. We uphold the fiduciary standard, always putting our clients' best interest before our own. Our foundation is built on a partnership philosophy, where we are dedicated to generating long-term value for our clients, team, and community. We believe in a broad and deep perspective of wealth that includes legacy, family, relationships and ultimately your well-being. Our vision is a better future for you, where you can enjoy your wealth now, and for years to come.

Year-end tax planning may look different in 2026. From charitable giving rules and SALT deduction limits to Roth catch-u...
10/16/2026

Year-end tax planning may look different in 2026. From charitable giving rules and SALT deduction limits to Roth catch-up contributions, RMDs, and 529 planning, now is the time to review key moves before December 31. Read more:

Review year-end tax planning strategies for 2026, including charitable giving, SALT deduction limits, AMT exposure, retirement contributions, RMDs, Roth conversions, and 529 planning.

Building a mega-IRA is half the battle. Our Head of Wealth Planning, Mallon FitzPatrick, explains in Kiplinger why large...
10/14/2026

Building a mega-IRA is half the battle. Our Head of Wealth Planning, Mallon FitzPatrick, explains in Kiplinger why large growth assets may be better held outside IRAs, and how trusts can help protect wealth across generations. Read more:

A mega-retirement account can build lasting wealth, but taxes and estate rules can erode it. See how IRAs, Roth accounts and trusts compare for heirs.

Markets were mixed this week as cooling job growth, persistent inflation pressures, higher long-term Treasury yields, an...
10/12/2026

Markets were mixed this week as cooling job growth, persistent inflation pressures, higher long-term Treasury yields, and narrow market breadth shaped investor sentiment. Read more:

U.S. stocks finished mixed as job growth slowed, services activity remained resilient, Treasury yields rose, and market breadth stayed narrow.

A wider trade deficit can signal strong domestic demand—not just policy failure. This week’s commentary looks at why imp...
10/12/2026

A wider trade deficit can signal strong domestic demand—not just policy failure. This week’s commentary looks at why imports, exports, energy, and seasonal factors make the U.S. trade gap a difficult target. Read more:

The U.S. trade deficit widened as strong imports outpaced exports, highlighting why trade gaps are difficult and often counterproductive policy targets.

AI investment continues to support economic growth and market leadership, even as rising yields create a more selective ...
10/06/2026

AI investment continues to support economic growth and market leadership, even as rising yields create a more selective backdrop for investors. Read more:

Strong earnings, consumer spending, and AI investment helped markets advance despite rising Treasury yields and renewed inflation concerns.

Europe now accounts for a larger share of US exports, making the region’s inflation and interest rate outlook more impor...
10/06/2026

Europe now accounts for a larger share of US exports, making the region’s inflation and interest rate outlook more important for investors watching global growth risks. Read more:

Europe’s rising inflation and likely ECB rate hikes could pressure growth and create risks for US exporters with exposure to European markets.

AI optimism helped push markets higher this week, even as Treasury yields climbed to multi-decade highs and inflation co...
09/29/2026

AI optimism helped push markets higher this week, even as Treasury yields climbed to multi-decade highs and inflation concerns kept pressure on rate expectations. Read more:

Stocks advanced as AI enthusiasm lifted technology shares, while Treasury yields rose on stronger economic data, persistent inflation concerns, and expectations for higher rates.

Will this week’s inflation and jobs data confirm an economy that is strong—but not too hot? Markets are hopeful, while h...
09/28/2026

Will this week’s inflation and jobs data confirm an economy that is strong—but not too hot? Markets are hopeful, while households remain focused on wages, job security, and the rising cost of living. Read more:

Markets hope this week’s inflation and employment data will confirm a resilient U.S. economy, even as households remain concerned about wages and the cost of living.

High-value homes, residency moves, and complex ownership structures are getting a closer look. From NYC to Portland to R...
09/24/2026

High-value homes, residency moves, and complex ownership structures are getting a closer look. From NYC to Portland to Rhode Island, local tax rules are changing how wealthy families should think about second homes and planning exposure. Read more:

NYC’s pied-à-terre surcharge, Portland’s income-based tax, and Rhode Island’s property surcharge show how local governments are targeting wealth tied to homes, residency, and income. Here’s what families should review now.

Markets were mixed last week as the Fed raised rates, inflation remained above target, and long-term Treasury yields cli...
09/22/2026

Markets were mixed last week as the Fed raised rates, inflation remained above target, and long-term Treasury yields climbed. Read our latest weekly commentary for key takeaways on what these developments may mean for investors. Read more:

Weekly investment commentary covering the Federal Reserve’s latest rate hike, elevated inflation, resilient consumer spending, rising Treasury yields, and pressure on housing.

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455 Market Street
San Francisco, CA
94105

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+14155006810

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