Robb (Robert) McKinney, CFS®

Founder & Advisor

Bridgeview Wealth Inc.

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Robb (Robert) works as a financial professional in the following areas

Cash Management,Charitable Giving,Debt Management,Disability Planning,Elder Care,Employer Benefit Plans,Financial Planning,Government and Military,Healthcare Planning,Insurance Planning,Investment Management,Legacy Planning,Life Planning,Long-Term Care,Retirement Planning,Social Security Planning

Clients rely on Robb (Robert) for expertise in

Financial Advisor,Financial Planner,Insurance,Registered Investment Advisor

For I know the plans I have for you,” declares the Lord, “plans to prosper you and not to harm you, plans to give you hope and a future. – Jeremiah 29:11

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Meet Robb (Robert) McKinney

Helping clients since 1992

About Bridgeview Wealth Inc.

In business since 1992

For nearly thirty years Robb McKinney, CFS, CLTC, CRPC®, Founder of Bridgeview Wealth Inc., has facilitated individuals, families and businesses in gaining greater clarity in regard to their big picture wealth goals. Robb’s customized approach to financial advisement is the hallmark of his belief every clients’ desired success is unique and should be treated as such.

He and his team view wealth as including intellectual, human and financial capital. They have developed The Ultimate Discovery Experience®, or TUDiE, a unique blend of financial and life planning, coupled with direct estate coaching. Bridgeview uses the process to assist wealth holders with communication, understanding and preservation of wealth, as they capture, document and share family stories, values and passions. The TUDiE® experience benefits not only this generation, but those that follow.

Robb is a long-time member of The Purposeful Planning Institute and The National Association of Christian Financial Consultants. He is certified as a Whole Family Advisor® and a Sunbridge Certified Legacy Advisor. He and his team are also trained Relational Wealth Advisors. Robb has been a sponsor of The University of Pittsburgh’s Institute for Entrepreneurial Excellence, a graduate of their Entrepreneurial Fellowship Program and a featured writer for the organization’s newsletter.

Robb is active in his church. He has three adult children and is G-Daddy to four wonderful grandsons.

Robb (Robert) is Licensed in Alabama,Alaska,Arizona,Arkansas,California,Colorado,Connecticut,Delaware,Florida,Georgia,Hawaii,Idaho,Illinois,Indiana,Iowa,Kansas,Kentucky,Louisiana,Maine,Maryland,Massachusetts,Michigan,Minnesota,Mississippi,Missouri,Montana,Nebraska,Nevada,New Hampshire,New Jersey,New Mexico,New York,North Carolina,North Dakota,Ohio,Oklahoma,Oregon,Pennsylvania,Rhode Island,South Carolina,South Dakota,Tennessee,Texas,Utah,Vermont,Virginia,Washington,West Virginia,Wisconsin,Wyoming Robb (Robert) has been an NACFC Member since 1997

As a boutique firm, we focus on relationships and discovering the individual goals of our clients helping them coordinate the other professionals in their life in a collaborative manner so that their ideals are put into motion and not thwarted.

Bridgeview Wealth offers values & vision-based planning to entrepreneurs, family businesses and other clients who desire to pass on "the meaning with the money". The Ultimate Discovery Experience, our proprietary process, emphasizes family legacy, stories and history--themes that resonate across the generations.

Bridgeview Wealth Inc. 435 Swanson Lane Wexford, PA 15090

Office Phone: 724-940-6321 Direct: 724-940-6321

Number of Employees: 1-10 Financial Professionals: 1-10 Assets Managed: 1-100m

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