Robertson Stephens

This year brings important changes to retirement plans, many of which stem from the Secure Act and the Secure 2.0 Act. These new rules are easy to miss since the provisions are phased in gradually. Mallon FitzPatrick, CFP®, CLU® discusses key retirement changes you need to know. Read more here: https://bit.ly/3XudtUL

Happy Labor Day! Thank you to everyone who works hard to make the world run. And to those working even today, an extra thanks to you!   

CEO Raj Bhattacharyya appeared on WealthTalk by Family Wealth Report discussing the firm's strategy, growth, and approach to mergers and acquisitions. Watch the full episode here: https://lnkd.in/gx6xjn7j

We are thrilled to announce that Robertson Stephens was ranked in Financial Advisor Magazine’s Top 50 Fastest Growing RIAs and their 2024 RIA Ranking. We are honored to be among the top RIAs. For more information about the FA Magazine ranking and the complete list of firms, click here: https://bit.ly/3Wxm2fI

Robertson Stephens is excited to welcome Shawn Wallace and our pilot services to our Denver office. Shawn and his group have worked as valued financial advisors with United Airlines pilots for the last 16 years. We can’t wait to enhance the offering to pilots with new wealth planning and investment resources. #Pilots #UnitedAirlines

Nationwide, 40% of families are blended, and it’s a growing trend. Estate planning is already complicated, but it becomes even more complex for blended families. Mallon FitzPatrick, CFP®, CLU® discusses the many considerations for the distribution of assets among children. Read more here: https://bit.ly/4dt99KJ

We’re thrilled to announce that $530mm Ratio Wealth Group has joined Robertson Stephens, marking our 4th and largest merger of the year. With this addition, Robertson Stephens will add a new office in Denver, Colorado, crossing $6.5 billion in advisory assets across 12 states and 22 locations. "I am honored to welcome Derek Scarth, Graham, and the entire Ratio team to Robertson Stephens. From our first meeting, it was clear that Ratio’s high-growth culture, commitment to financial planning, and collaborative approach to client service aligned perfectly with our values,” said Raj Bhattacharyya, Chief Executive Officer, Robertson Stephens. Read more here: https://bit.ly/3A4zb8A

Last week, the IRS unveiled the long-awaited final regulations on inherited IRAs post-2019. Mallon FitzPatrick, CFP®, CLU® shares everything you should know if you inherited an IRA after 2019. Read more here: https://bit.ly/3WxxhpU

We’re thrilled to announce the addition of David J. Reichle and Ellen Kim of Rain Capital to Robertson Stephens! David and Ellen join as Managing Directors & Principals, along with their colleagues Christopher Abbruzzese, Jamie Iversen, Luz Garcia, and Wendy Maroun. With David and Ellen, Robertson Stephens has now crossed $6 billion in advisory assets and will add a new office in Portland, Oregon. "I am thrilled to welcome David, Ellen, and their team to Robertson Stephens. Rain Capital is a highly respected RIA, and its reputation is driven by its high integrity, deep bench of talent, and commitment to providing excellent client service. They are the ideal partner for us, making each of us better and stronger," said Raj Bhattacharyya, Chief Executive Officer, Robertson Stephens. Read more here: https://bit.ly/3S1TTfz

We’re thrilled to announce the addition of David J. Reichle and Ellen Kim of Rain Capital to Robertson Stephens! David and Ellen join as Managing Directors & Principals, along with their colleagues Christopher Abbruzzese, Jamie Iversen, Luz Garcia, and Wendy Maroun. With David and Ellen, Robertson Stephens has now crossed $6 billion in advisory assets and will add a new office in Portland, Oregon. "I am thrilled to welcome David, Ellen, and their team to Robertson Stephens. Rain Capital is a highly respected RIA, and its reputation is driven by its high integrity, deep bench of talent, and commitment to providing excellent client service. They are the ideal partner for us, making each of us better and stronger," said Raj Bhattacharyya, Chief Executive Officer, Robertson Stephens. Read more here: https://bit.ly/3S1TTfz