COMPREHENSIVE

WEALTH MANAGEMENT

At Robasciotti & Philipson, we take a comprehensive and personalized approach to wealth management that incorporates both investment management and financial consulting services.

“We take what we know

and see the world through our clients’ eyes. When you focus on the whole person, financial decisions become easy.”

INVESTMENT MANAGEMENT

By understanding and nurturing relationships with our clients we are able to meticulously craft the right strategy for their near and long-term goals. Currently we accept new clients with $1,000,000 or more in assets to invest.

FINANCIAL CONSULTING

Financial consulting is the basis on which we craft the right long-term investment plans for our clients and is integral in the relationships we build. We take the time to learn about our clients, educate them, and help them clarify and prioritize both their financial and life goals.

INVESTMENT

MANAGEMENT

By understanding and nurturing relationships with our clients we are able to meticulously craft the right strategy for their near and long-term goals. We shun fads and trends, taking instead a thoughtful, scientific, and transparent approach to investment management.

We use proven strategies that help our clients’ achieve their goals and avoid risks that may be popular but are unproven in the long-term. We also tailor investment strategies for clients based on whether they prefer conventional or socially responsible investments.

At Robasciotti & Philipson, we are expert at putting our clients’ investments to work for them immediately and, in conjunction with our integrated financial consulting services, keep them working for the long term.

Currently we accept new clients with $1,000,000 or more in assets to invest.

FINANCIAL

CONSULTING

Financial consulting is the basis on which we craft the right long-term investment plans for our clients and is integral in the relationships we build. Starting with our initial meeting and continuing throughout our relationship, we take the time to learn about our clients, educate them, and help them clarify and prioritize both their financial and life goals.

This combination of listening, educating, and advising helps us understand the broad view of our clients’ needs and objectives and gives us the insight to accomplish all of these goals in concert.

We also take emotions into account. Instead of following the industry standard approach of removing emotions from decision-making, we welcome them, work to understand them, and allow them to intelligently inform our clients’ most important financial decisions.

By taking this holistic and long-term perspective, we do what’s best for our clients’ overall lives, not just their finances.

OUR CONSULTING PROCESS

Our wealth management process integrates both financial consulting and investment management. Both are represented and harmonized in the graphic below that we use to guide clients through the process of fully evaluating their financial lives. With this tool, we create a detailed understanding of the present and a robust plan for the future.

Process-Wheel-web

 

ABOUT

OUR FIRM

Robasciotti & Philipson is a woman-owned and operated independent wealth management firm based in San Francisco, insightfully managing assets for women and the LGBTQ community since 2004.

Through our distinctive approach of listening to and educating our clients, we help them reach financial and life goals and achieve total financial health. We stand apart from other wealth managers in how we diligently build a relationship and profound understanding with each client. Before crafting a personalized investment plan, we educate our clients, listen, and help them feel comfortable knowing that their values and priorities will be reflected in their investment strategy.

We want our clients to feel understood and secure in their choices and our clients often tell us they are surprised at how stress-free the process is. The end result is a wealth management strategy that fits each individual or family and works specifically toward their goals – both financially and in the bigger picture of life.

 

CLIENT ACCESS PORTAL

Current clients, please click below to access our secure client portal to schedule an appointment, update financial information, send a secure message, or upload documents.

CONTACT US

Robasciotti & Philipson
870 Market Street, Suite 1275
San Francisco, CA 94102-3017
(415) 986-5500 Phone
(415) 986-5502 Fax
info@robasciotti.com

Monday – Friday: 9:00AM to 5:00PM

You may find BART or MUNI Metro to be the most convenient way to travel to our office. The Flood Building is directly outside of the Powell Street station. We are also conveniently located near several major bus routes.You can plan your trip at www.sfmuni.com.

Parking is available in the Ellis-O’Farrell Garage located at 123 O’Farrell Street San Francisco, CA 94102. Exit the parking lot on Ellis Street; the rear entrance to The Flood Building is directly across from the Ellis Street exit.

Robasciotti & Phillipson
870 Market Street
Suite 1275
San Francisco, CA 94102