Robertson Stephens Wealth Management further strengthened its presence in Colorado by welcoming Three Points Financial (an SEC-registered investment advisor managing about $118 million in advisory assets). Mary Alpers (founder of Three Points Financial) joins Robertson Stephens as Managing Director & Principal, and her office will become the new Robertson Stephens’ Colorado Springs office. And Mary’s team will also include her colleague of 17 years, Michelle Williamson.
Through this addition, Robertson Stephens now has about $5.4 billion in advisory assets across 20 locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), New York (NY), Sun Valley & Boise (ID), Holmdel & Madison (NJ), Austin & Houston (TX), Seattle (WA), Denver (CO), Boston (MA), Jackson (WY), Westport (CT) and now Colorado Springs (CO).
Mary has 20+ years of experience in the financial services industry. She has provided wealth planning, investment management, and tax planning expertise to her clients. And she works with high-net-worth individuals and families, including professional couples, women and widows, retirees, and small business owners. Before joining Robertson Stephens, Mary was the President of Three Points Financial (formerly known as Alpers Financial Planning), Mary is a CFP and holds a Master’s Degree in Corporate Finance from Golden Gate University in California. And she is a member of the Alliance of Comprehensive Planners (ACP) and NAPFA (National Association of Personal Financial Advisors. These organizations foster a fee-only, comprehensive approach to financial planning. She is also an Enrolled Agent to represent taxpayers before the IRS and a member of The National Association of Tax Practitioners.
KEY QUOTES:
“I am privileged to welcome Mary to Robertson Stephens. Mary has built a great reputation for providing financial planning and tax guidance to her clients that integrates their financial goals, needs, and aspirations. Mary and Michelle allow us to bolster our presence in Colorado as we add a new office in Colorado Springs.”
– Raj Bhattacharyya, Chief Executive Officer, Robertson Stephens
“As I planned for my future, I realized Three Points Financial needed to add more scale and services for our clients. Partnering with Robertson Stephens fills this need and more. After getting to know Raj and his fantastic team, I saw a strong cultural fit between our two organizations in our dedication to financial planning and entrepreneurial culture. I look forward to working with the whole Robertson Stephens team to provide my clients further financial peace of mind.”
– Mary Alpers, Managing Director and Principal of Robertson Stephens
