1601 Old Cheney Road,
Since 1995, people have trusted the Bob Bennie Wealth Management name to provide them with the financial guidance and support their years of hard work deserve.
What is it that compels our clients to choose us, over other firms in the area? What makes families partner with us for several decades, and across multiple generations? Why do our clients continually refer us to their closest friends and family?
While we can’t answer definitively for all of our clients, we know that for some, it’s:
At Bob Bennie Wealth Management, everything we do is aimed at enriching the lives of the individuals and families we serve.
President & Founder
Bob Bennie and his team work with individuals, families, companies and institutions to help them build, manage, protect and transition comprehensive wealth. This includes all types of investments.....
Jessie began her career in the financial service industry in 2014. She later teamed up with her father, Bob, and serves as a financial planner with the firm.....
Client Services Manager
Lori has been an essential part of the Bob Bennie Wealth Management team since March of 2005. She manages all client service-related requests and is here to help you with.....
Trevor’s role with the firm is multi-faceted and includes client services, daily operations, bookkeeping and property management.
Client Experience Coordinator
Hilary began her role at Bob Bennie Wealth Management late 2022 as the Client Experience Coordinator. Her day to day is a range of responsibilities including client experience, marketing, event management, and daily operations.Prior to...