In addition to the client portal, Robasciotti & Philipson is now on social media! Rachel, Maya, and the firm can all be found on Twitter @rrobasciotti, @MayaPhilipson, and @RandPWealth, respectively. The firm also now has a Facebook page at:
We will also contribute regularly to LinkedIn at:
Our new social media presence is part of Rachel and Maya’s effort to share thoughts and insight directly with clients in the most convenient and direct ways possible. With Twitter, Rachel and Maya share what they find compelling on topics ranging from tea to market performance to the latest conference where Rachel presented. As Rachel and Maya’s reputations as leaders in the wealth management industry continue to bloom, these platforms will also help those outside of the firm become familiar with these industry leaders that clients already know so well.
In all, these changes mark an exciting time for Robasciotti & Philipson. The new name is a long time coming and highlights both of the women who have lead this firm for so long. The new look, feel, and accessibility of the website more definitively expresses the core values that the firm holds dear: to always be on the same side of the table as their clients, to serve the whole person, not just the client’s money, and to give insight that clients, especially women and the LGBTQ community, have a difficult time finding elsewhere. Please take the time to explore the new website, especially the new client portal, follow us on social media, and give a warm welcome to our newest team members. 2016 marks the beginning of an exciting new era for Robasciotti & Philipson and we wish all of our clients a happy and joyous new year as well.