Erie, PA West Ridge Road Office

Robbins Wealth Management serves individual and high‑net‑worth clients as well as retirement plan participants, trusts, estates, charitable organizations and small businesses. The firm provides portfolio management on both discretionary and non‑discretionary bases and supplements investment advice with financial planning and on‑request tax preparation and trust accounting services.

Investment methodology centers on strategic asset allocation implemented through funds and tactically extended into individual equities, fixed income and customized options strategies; the brochure describes both technical and fundamental analysis as part of the process. Robbins reports a large majority of its assets are managed non‑discretionarily — approximately $15.1 million discretionary versus $226.6 million non‑discretionary as of March 5, 2026 — and discloses the use of option writing and other derivatives in managed accounts.

Distinctive features relative to peers include the firm's explicit offering of accounting and trust accounting services alongside advisory work, and its documented use of derivatives within separately managed accounts, both of which are uncommon among supported firms. The firm also emphasizes fiduciary treatment of retirement account advice and allows clients to impose written investment restrictions or choose non‑discretionary arrangements.