Robasciotti & Philipson Information

We are a woman-owned and operated wealth management firm. 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 use our intelligence and creativity to produce exceptional outcomes and deliverables that give us pride and are high quality, attractive, and useful. Using acquired expertise, we generate thoughtful and simple answers that efficiently, effectively, and enjoyably meet goals, educate, and solve problems. We are transparent and authentic; the way we behave reflects our values and who we are, which inspires trust. We care for clients and influence the financial services industry in a way that is woman-centered, egoless, holistic, and authentically reflects who we are. We care about our impact on the world, our clients, and each other. Our work is intentional and sustainable over the long-term, both emotionally and financially, and anticipates future needs. Our success is closely tied to the careful selection of client relationships that are mutually valuable. Our choices are wholly profitable; they create increasing time, money, and freedom. We base our approach to wealth management on scientific methodology. We are open to changing perspectives in light of new or better information. We are methodical, take our time, and pride ourselves on doing a select few things very well. We consistently grow and improve ourselves over time for the achievement and refining of our Mission, Vision, and Values. We are progressive and committed to the advancement, and wellbeing of women, people of color, and the LGBTQ (lesbian, gay, bisexual, transgender, and queer) community. We are particularly passionate about supporting the intersectionality of these communities. Important Disclosure: http://bit.ly/SocialMediaDisclaimer We also comply with SEC regulations and therefore do not accept recommendations or endorsements on any of our social media channels.