Independent
Progressive
Wealth Management

We take what we know and see the world through our clients’ eyes.
When you focus on the whole person, financial decisions become easy.

Robasciotti & Philipson is a woman-owned and operated, independent wealth management firm.

We understand that financial well-being is about more than just money. It’s about knowing the things that are important to you and taking care of them proactively and with as little stress as possible. That’s why, as comprehensive wealth managers, we provide value to our clients far beyond investing. We give advice, provide analysis, implement strategies, hold the larger financial picture and, most importantly, take the time to listen and understand you.

We believe that the world can be changed by thoughtful money management – and we’re here to guide you every step of the way.

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Our Core Values

Connection

Connection

Our work is built on strong and trusting relationships. We take time to learn about our clients and want our relationships to be as strong as the portfolios we build for you.

Social Consciousness

Social Consciousness

Our commitment to social justice is alive in all that we do - from the way we invest to the people we hire. We are dedicated to the advancement of women, people of color, and the LGBTQ community.

Scientific Methodology

Scientific Methodology

We use evidence-based strategies that help achieve our clients’ goals and manage risk. We provide our clients with simple, clear answers and take a thoughtful, scientific, and transparent approach to wealth management.

Authenticity

Authenticity

We bring our whole selves to work and align our actions with our beliefs. Our clients benefit from partnering with real people who bring both skill and empathy to financial decision making.

What We Do

We provide services to a broad range of clients and specialize in working with women, people of color, and members of the LGBTQ+ community.

Comprehensive Wealth Management

We provide fully integrated investment management and financial consulting services that are personalized to your needs and aligned with your values. This service is offered to clients with $1,000,000 or more to invest or clients who will achieve this threshold in the near future.

RISE – Social Justice Investing

We are redefining what it means to invest in a better world. RISE (Return on Investment & Social Equity) pairs a robust, evidence-based investment strategy with the first and only community-developed social justice screen. RISE is available to clients with $100,000 or more to invest.

Featured Articles

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articles and posts.

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Learn how to engage in powerful political giving that resources women and communities of color! This video highlights new strategies that leverage the power of these communities to turnout newly engaged voters…

Robasciotti & Philipson is pleased to announce that Rachel J. Robasciotti is featured in a new advertising campaign from Schwab Advisor Services. Click here to watch it.

Most of our clients are familiar with socially responsible investing, an approach to investment management that focuses on investing in companies that meet certain social and ethical criteria. What makes this option particularly unique is…

Client Portal

For our current clients, please click below to access your secure client portal. Use it to schedule an appointment, send us a secure message, update your financial information, or securely upload documents.

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Questions? We have answers!

Find them on our Frequently Asked Questions page or contact us directly.