Bob Bennie Wealth Management

At Bob Bennie Wealth Management, we have been dedicated to serving our clients' financial needs for over 25 years. Our team of experienced professionals is committed to providing personalized financial guidance and support to help our clients achieve their goals.

Our Services

Our team of experts offers a wide range of financial services, including retirement planning, investment management, estate planning, and insurance planning. We understand that every individual's financial situation is unique, and we strive to provide customized solutions that cater to each client's specific needs.

Retirement Planning

Are you approaching retirement or already enjoying your golden years? Our experienced team will work with you to create a personalized retirement plan that ensures you have the financial freedom to live the lifestyle you desire. Our services include retirement income planning, social security optimization, and legacy planning.

Investment Management

As an independent financial advisor, we have access to a broad array of investment options, allowing us to create a tailored investment strategy that meets your unique financial goals. Our investment services include portfolio management, investment research, and cash flow management.

Estate Planning

Estate planning is an essential part of ensuring that your financial wishes are fulfilled. Our team will work with you to create a comprehensive estate plan that includes will preparation, trust creation, and beneficiary designation.

Independent Financial Advisors

At Bob Bennie Wealth Management, we take pride in being independent financial advisors. This means that we are not beholden to any particular financial institution or product, allowing us to make recommendations based solely on your best interests.

Our Team

Our team of experienced professionals is committed to providing exceptional service and guidance to our clients. Our team includes Bob Bennie, CFP, MBA, Jessie Thompson, CFP, and Hilary Saunders, Client Experience Coordinator. Together, we have over 30 years of combined experience in the financial industry.

Our Goal

Our goal at Bob Bennie Wealth Management is to help our clients achieve peace of mind and financial freedom. We believe that everyone deserves to enjoy their life's journey, and we are committed to helping our clients make the most of their financial resources.

Get in Touch

If you're looking for experienced financial guidance and support, we invite you to contact us. Our team is dedicated to helping you achieve your financial goals and looks forward to serving you.