About us

The Robertson Stephens Rhode Island and New York – Nulman offices believe that every person deserves the opportunity to achieve financial freedom—regardless of where they start or the challenges they face. We are committed to putting our clients’ needs first, always acting in their best interests with transparency, integrity, and care. We specialize in comprehensive retirement planning, multi-generational wealth strategies, and fully customizable investment solutions designed to reflect each client’s unique goals, values, and life circumstances. We also work closely with startup founders and entrepreneurs, helping them navigate liquidity events, equity compensation, business transitions, and long-term wealth creation. Whether you’re building a legacy, scaling a business, or preparing for retirement, our team is here to provide thoughtful guidance and strategies that grow and adapt with you. What sets us apart is our holistic, relationship-driven approach—we take the time to truly understand our clients, across generations and professions, so we can craft financial plans that support lasting success. Your future is personal to us.