Bridgeview Wealth, Inc.
Robb McKinney, Founder
"Tell me a fact, and I'll learn. Tell me a truth, and I’ll believe, but tell me a story and it will live in my heart forever."
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.
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.
Even if you have an MBA in business, financial matters can be daunting. In addition to managing and growing your money, the experienced staff at Bridgeview Wealth, Inc. aims to provide a continued education that will strengthen our working relationship. We have the "big picture" capabilities to view your situation as a whole, far beyond finances.