People have within themselves the answers; however, they often do not know how to reach them. At Bridgeview Wealth, we ask the questions that help you build the structure of your wealth plan based on your core values. Only then do you have the foundational information you need to assemble the bridge that connects this information with your life’s vision, values, and goals.Bridgeview Wealth helps you create a strategy that is tailored to your needs and goals.Our intergenerational planning process integrates Relational, Spiritual, Intellectual and other capital. This process has resulted in greater flourishing for families across the country.We work to coach people through complexities beyond traditional financial planning, wealth transfer and succession planning. We facilitate in insurance preparedness, charitable giving, loan consultation, and liquidity event planning. Paramount in the process, however, is advisor coordination—unfortunately far too uncommon in with most advisors in the planning arena.After discovering "the dark side of Wall Street" we sought out to find a pure t form of investment management and established a strategic partnership with Advisors Capital Management. We offer tailored investment solutions and complete fee transparency. Transparency strips out the real cost of Wall Street removing the barriers to market returns. ACM offers a World Class Investment Committee including Dr. Charles Lieberman and Dr. Alan Greenspan.
View Top Employees from Bridgeview WealthWebsite | https://www.bridgeviewwealth.com/ |
Revenue | $15 million |
Employees | 3 (1 on RocketReach) |
Founded | 1992 |
Address | 435 Swanson Lane, Wexford, Pennsylvania 15090, US |
Phone | (724) 940-6321 |
Fax | (724) 940-6705 |
Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
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The Bridgeview Wealth annual revenue was $15 million in 2024.
Robb McKinney is the Founder, Coach of Bridgeview Wealth.
1 people are employed at Bridgeview Wealth.
Bridgeview Wealth is based in Wexford, Pennsylvania.
The NAICS codes for Bridgeview Wealth are [52393, 523, 52, 5239].
The SIC codes for Bridgeview Wealth are [628, 62].