Robertson Stephens Adds ALTIUS Financial in Denver
The Denver-based advisory firm joins Robertson Stephens Wealth Management, adding a fourth Colorado office to the national wealth manager.
Updated on Nov. 3, 2026 in Financial Planning
ALTIUS Financial, a Denver-based wealth advisory practice, has joined Robertson Stephens Wealth Management, LLC, a national firm with more than $11 billion in assets under management. The addition gives Robertson Stephens its fourth office in Colorado.
Why it matters
For Denver residents seeking financial planning, the move brings an established local advisory team into a larger national platform. It also expands the range of wealth planning capabilities and investment solutions available to clients in the Denver area.
Robertson Stephens Wealth Management reports more than $11 billion in assets under management across its national platform. ALTIUS founder Michael Williams brings 38 years of wealth management experience, while the firm's client relationships date back 25 years; the number of clients and assets transferring was not disclosed.
The players
Robertson Stephens Wealth Management, LLC
A national wealth management firm that provides planning and investment services to individual and institutional clients across the United States.
ALTIUS Financial
A Denver-based wealth advisory practice with 25 years of experience helping clients plan for their financial futures.
Michael Williams
The founder of ALTIUS Financial, who brings more than 38 years of wealth management experience to the Robertson Stephens team.
The details
ALTIUS Financial, founded by Michael Williams, is joining Robertson Stephens as an established advisory team, with Taylor Dennis, a CFP and owner, and team members Jennifer Kreger and Krescent Williams. The practice centers its planning on its proprietary Empowered Future Program, and its clients will gain access to Robertson Stephens' broader wealth planning and investment offerings.
Timeline
November 3, 2026: Robertson Stephens announces ALTIUS Financial has joined the firm.
September 2026: Valuation date for Robertson Stephens' reported assets under management.
October 2026: Robertson Stephens' assets under management include October acquisitions.
Market Dynamics
The deal reflects a continuing pattern in which independent regional advisory practices join national wealth management platforms to access broader planning tools and investment products. Robertson Stephens' growth in Colorado, now four offices, illustrates how national firms are building local footprints through team additions rather than solely through new office openings.
Current ALTIUS Financial clients in Denver will gain access to Robertson Stephens' wider set of wealth planning and investment solutions. Clients evaluating advisory options can compare the expanded platform against their current planning and fee arrangements.
The takeaway
Investors working with independent advisors should ask how a firm's planning resources and investment access may change if it joins a larger platform. Reviewing fee structures and service commitments after any affiliation can help clarify what stays the same.
Further reading
For related coverage, see Financial Planning in Denver.
More information
Learn more about the firm's services on the Robertson Stephens corporate website.
