Avi Deutsch, Robertson Stephens Wealth Management
Business hours
| Monday | 9:00am to 5:00pm |
| Tuesday | 9:00am to 5:00pm |
| Wednesday | 9:00am to 5:00pm |
| Thursday | 9:00am to 5:00pm |
| Friday | 9:00am to 5:00pm |
| Saturday | - |
| Sunday | - |
About us
Avi Deutsch is a Managing Director and Principal at Robertson Stephens Wealth Management in the New York office where he advises on portfolio management, financial planning, and social impact investing. Avi especially enjoys working with small business owners and tech executives on exit planning, liquidation of stock options and crypto assets, and planning for life after a liquidity event.
Managing Director, Robertson Stephens
| Tags | Investment Advisor Near Williamsburg, Financial Planner near Williamsburg, Investment advisor near New York, financial planner near New York, Comprehensive fiduciary financial planning, Holistic wealth preservation strategies, Values-based investment management, ESG and socially responsible investing services, Legacy planning for multigenerational wealth, Tax-advantaged charitable giving strategies, Discretionary portfolio management services, Private client wealth solutions, Wealth management services for professionals, Financial planning for tech industry employees with stock options, Retirement planning, Financial services for blended families and complex estates, Fiduciary financial advisors for high-net-worth individuals, Minimizing capital gains taxes through portfolio rebalancing, Fee-only fiduciary advisor with a holistic approach, Ethical financial planning with transparent fees, Independent financial advisor with a client-first focus, Personalized investment strategies aligned with your values, Wealth management firms specializing in retirement planning |
| Specialties | Multi-generational family planning, Wealth preservation, Family legacy planning, ESG investing, Social impact investing, Entrepreneurs, Young executives, Pre-IPO planning, Hedging |
| Brands | Robertson Stephens |
| Services | Financial planning, Investments, Private investments, Alternative investments, ESG investing, Portfolio Design, Investment Management, Tax planning, Estate planning, Thematic impact investing, Philanthropic Services |
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