The Robertson Stephens North Barrington office strives to provide clients with the personal level of attention and service of a small boutique firm with the wealth management and investment advisory resources and expertise of the largest of firms. We combine the expertise of each of our team members and external resources to assemble the best team to provide a lifetime of financial guidance to each unique client relationship.
Our comprehensive, in-depth approach seeks to reflect all your priorities and specific life circumstances. We use a four-stage process to develop your financial plan.