Mission Wealth

We offer high-net worth individuals access to a streamlined experience into private markets featuring low portfolio costs and minimum investments. Specialized solutions for retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.

J. Neel and Company is a financial, tax, and consulting firm providing personal and business services. We provide understandable and practical solutions to address client needs. Free initial consultation.

Erik is a Managing Director and Principal at Robertson Stephens. Together with Julie Steinman, CFP, Brian Post, CFA and Emily Clemens, he works closely with clients portfolio management needs and is committed to providing fully comprehensive wealth management solutions. Over the years Erik has sought to help high-net-worth families, charitable foundations and business owners navigate every corner of wealth preservation and growth.Prior to joining Robertson Stephens, Erik was Senior Vice President Financial Advisor / Senior Portfolio Manager with RBC Wealth Management. For 14 years he was a partner in the KBB Investment Group and and in 2017, 2018 and 2019 was a member of the Chairmans Council. His career in financial services began in 2000 where he spent five years as a Financial Advisor with A.G. Edwards & Sons, Inc.