Robb McKinney

Robb McKinney
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For over twenty years Robb has helped established individuals, families and business owners locally and nationally to gain greater clarity regarding their big picture financial and wealth management goals. Recently named and nominated 2010 and 2011 Five-Star Wealth Manager* in Pittsburgh Magazine, Robb’s customized approach to financial consulting is hallmark of his belief that every client’s desired success and peace of mind is unique and should be treated as such.

Robb was an early investor in the movie, “The Ultimate Gift”, a tool for clients and their families to catalogue and preserve their history. As a result, Robb and his talented team have developed The Ultimate Discovery ExperienceTM for clients to facilitate the preservation of their intellectual and emotional capital by capturing, documenting, and sharing their core values and passions more effectively for the benefit of not only this generation, but the many that will follow. Bridgewater defines wealth in terms of intellectual and human wealth, with the subsequent outcome being financial wealth and well-being. As a result, Bridgewater’s approach can best be described as a unique blend of financial and life planning, coupled with direct estate coaching. With a proprietary Discovery Profile, developed as part of the process, Robb can help you and your family to uncover the “Place of Most Potential”-defined as the point at which the family’s potential can be maximized.

Robb has both contributed to and has been benefactor of the Institute for Entrepreneurial Excellence at the University of Pittsburgh, Joseph M. Katz Graduate School of Business. He is a featured writer for the organization’s newsletter, a business owner sponsor and participant and a 2010 graduate of the program. This collaboration has provided him a unique consultive posture with members in and out of business and the distinctive dynamics they experience. Robb was featured in the book, “Success Stories of Pittsburgh: Personal Accounts of Faith and Perseverance.” He is a member of the Financial Planning Association, National Association of Insurance and Financial Advisors, Family Business Round Table, Vice–Chair, National Association of Christian Financial Consultants, The Chamber of Commerce, and past President of the Endowment for Butler County. Robb became a first-time grandpap in August to Robert Ryan McKinney III.

Robb recognizes how hard clients have worked to arrive at their present financial position. He also understands that every client wants to not only protect their present “lifestyle plan”, but also to leverage their success for future generations. The partnership Bridgewater forms with clients yields dynamic results in understanding core objectives so each client and their family can continue to affect their life values and vision in a positive and progressive manner. Robb takes very special care to focus on each client’s history, goals, and passions.

* The Five Star Wealth manager is an award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client’s experience.

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