Robert McAllister

Background

About Robert McAllister

Robert McAllister, Sr. is a Senior Vice President, Portfolio Manager and Wealth Advisor with The Boulder Legacy Group in Boulder, Colorado. He has been with the Firm since 1993 and is grateful every day for opportunities to help make a difference for his clients. Rob has developed a strong consultative approach to help with addressing his clients’ biggest concerns, but his process starts with careful and compassionate listening. Understanding what matters most to his clients is what matters most to him. Rob then develops personalized strategies to help clients seek to incorporate tax management strategies, manage wealth, take care of family, and contribute to causes they care most about. Rob is committed to working with his clients, and this relationship has led to helping families manage their wealth strategies over multiple generations. Rob grew up in southern New Jersey outside of Philadelphia. He had successful careers in commercial and vacation real estate and real estate development. He spent ten years as a professional musician performing with distinguished entertainers. Throughout these early years, he found a passion for helping others make informed decisions about their wealth and assets. This led him to a career in wealth management where he has spent 30-plus years helping clients-from families to business owners to retirees—seek to help accomplish their wealth and legacy planning goals. Rob enjoys working with clients around the country and splits his time between offices in the greater Philadelphia and Denver areas. Outside of work, Rob enjoys skiing in Colorado, participating in health and wellness activities, polishing his musical skills on Trombone and Piano, and traveling.