Robertson Stephens Wealth Management, LLC - Westport

Name: Robertson Stephens Wealth Management, LLC - Westport
Address: 61 Jesup Road, Westport, Connecticut, 06880, United States
Telephone: 203-635-5260

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61 Jesup Road, Westport, Connecticut, 06880

United States

203-635-5260

https://rscapital.com/office/westport-ct/ https://rscapital.com/off...

Updated on August 20, 2026

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About Robertson Stephens Wealth Management, LLC - Westport

The Robertson Stephens Westport office believes wealth management is more than just investments – it’s personal. We apply a common methodology to each unique client using our “4 E’s” approach:

Envision: Understand your goals.
Establish: Create a roadmap toward those goals.
Evaluate: Analyze the current economic environment, discuss developing themes in consideration of investments, review the cost of securities and debt instruments to reduce expense, consistently review new strategies and managers, access tax implications, and implement appropriate mitigation strategies.
Evolve: Life is not static – babies are born, health issues arise, priorities shift, and goals become clearer. Our plan evolves accordingly with your needs.

Frequently Asked Questions

Where is Robertson Stephens Wealth Management, LLC - Westport's headquarters located?

The headquarters of Robertson Stephens Wealth Management, LLC - Westport is located at 61 Jesup Road, Westport, Connecticut, 06880.

What is Robertson Stephens Wealth Management, LLC - Westport's contact phone number?

The contact phone number for Robertson Stephens Wealth Management, LLC - Westport is 203-635-5260.

What is Robertson Stephens Wealth Management, LLC - Westport's official website?

The official website for Robertson Stephens Wealth Management, LLC - Westport is https://rscapital.com/office/westport-ct/.

Who is the Owner/CEO/Representative of Robertson Stephens Wealth Management, LLC - Westport?

The representative of Robertson Stephens Wealth Management, LLC - Westport is Business Manager.

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Business Hours

Weekly opening schedule

Saturday Closed

Sunday Closed

Monday 9:00 AM – 5:00 PM

Tuesday 9:00 AM – 5:00 PM

Wednesday 9:00 AM – 5:00 PM

Thursday Today 9:00 AM – 5:00 PM

Friday 9:00 AM – 5:00 PM

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