Robb McKinney, CFS, CLTC, CRPC®
For over twenty-five 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. His customized approach to financial consulting is hallmark of his belief that every client's desired success and need for confidence 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 Experience™ 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. Bridgeview defines wealth in terms of intellectual and human wealth, with the subsequent outcome being financial wealth and well-being. As a result, Bridgeview's approach can best be described as a complementary 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 and his team use not only their proprietary TUDiE experience but are also Whole Family Advisors and trained as Relational Wealth Advisors. This breadth of training gives them a wide variety of tools and experience to work in the delicate family dynamics space.
Robb is a fellow with the Institute for Entrepreneurial Excellence at the University of Pittsburgh, Joseph M. Katz Graduate School of Business. He has been a sponsor for the program and a featured writer for the organization's newsletter. As a 2010 graduate of the program this collaboration has provided him a unique consultative 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 Purposeful Planning Institute, National Association of Christian Financial Consultants® and Sunbridge Legacy Advisors. He is past President of the Endowment for Butler County and was Vice-Chair of the Family Business Round Table. As for designations, he maintains his CLTC, Certificate of Long-Term Care, is a Chartered Retirement Planning Counselor and holds his CFS®, Certified Fund Specialist®, with the Institute of Business and Finance,
Robb has 3 adult children and 4 grandsons he loves to pieces.
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.