Robb McKinney, CFS®, CRPC®, CLTC®

Since 1992, Robb McKinney, CFS, CLTC, CRPC^®, Founder of Bridgeview Wealth Inc., has helped established individuals, families and business owners gain greater clarity regarding their big picture planning goals, and thereby more effectively addressing the strategies that support their vision.  As an investor in the “The Ultimate Gift” movie, Robb’s team has developed "The Ultimate Discovery Experience” for clients and are pleased to facilitate families in preserving their intellectual and emotional capital by capturing, documenting, and sharing their core values and passions more effectively.  Bridgeview defines wealth first in terms of Intellectual and Human wealth with the subsequent outcome being Financial wealth.  As a result of this work, many clients perceive his team’s efforts as a unique blend of financial planning and life and estate coaching.

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, Round Table Vice-Chair, National Association of Christian Financial Consultants and the Family Business Round Table. Robb has both contributed to and been benefactor of the Institute for Entrepreneurial Excellence at the University of Pittsburgh as a sponsor of the Family Enterprises Center and as a student of the Entrepreneurial Fellowship Center.  This collaboration has provided him a unique consultative posture in family business dynamics.

At Bridgeview Wealth, we recognize how hard our clients have worked to arrive at their present financial position.  We also understand that every client wants to not only protect their present “lifestyle plan” but also to leverage their success for future generations.  Our partnership yields dynamic results in understanding clients at their core so they may continue the effects of their life values and vision with impact.  As a result, we take very special care to focus on each client’s history, goals, and passions.  Once a personalized “Discovery Profile” is developed, together we customize the “Place of Most Opportunity”.  It is at this point the family potential can be maximized.  This personalizedand customizedapproach has been the hallmark in pursuing our client’s success. Visit our website or call us to learn more about our proprietary processes.