Rob Holdcroft
Rob Holdcroft, founder of Holdcroft Wealth Management, brings a wealth of knowledge and a deep-seated passion for financial planning to his clients. With an undergraduate degree in finance from Robert Morris University and an MBA with a concentration in finance from the University of Pittsburgh, Rob's academic foundation is solidly built on finance principles and advanced financial strategies.
Rob's journey in the financial planning industry began more than a decade ago, and he has since accumulated extensive experience in various facets of financial planning, including tax, estate planning, and investments. His career started at Legend Financial Advisors, a fee-based Registered Investment Advisor (RIA) in Pittsburgh. There, Rob honed his skills in comprehensive financial planning and client advisory services.
Seeking new challenges, Rob joined Goldman Sachs Ayco, where he counseled senior corporate executives on investment strategies, tax planning, and estate management. His expertise and dedication to his clients were evident as he provided tailored financial solutions to address their complex needs.
Transitioning from a large corporation to an independent advisor role, Rob joined Rosenthal Wealth Management. This move allowed him to further refine his client-centric approach, blending personalized service with sophisticated financial strategies.
Ultimately, all of these experiences culminated in Rob realizing his true calling: the formation of his own company, Holdcroft Wealth Management. At Holdcroft Wealth Management, Rob aims to combine the best practices from all his previous roles to create a specialized client experience, offering financial planning and advisory services tailored to each client's unique needs.
Rob resides in Wexford with his wife, Lexi, and their two young daughters, Vera and Rose. The family is eagerly anticipating the arrival of their third child in the fall. In his free time, Rob enjoys golfing, playing ice hockey, and spending quality time with his immediate and extended family.
