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362 Hawthorn Lane
Winnetka, IL 60093


Robert M. Cheney, CFA, CFP®


Robert M. Cheney, CFA, CFP


I have always enjoyed helping people.  The first segment of my career was spent as a research analyst at large investment banks like Piper Jaffray Companies and First Union Securities, where I advised mutual fund managers and other clients on which stocks to buy.  These roles provided me valuable career education but I found that client's interests did not consistently come first at large Wall Street firms and further, client relationships were very short-term.  I wanted to do something entrepreneurial that would use my skills to serve individual clients over the long-term.

After almost a decade in investment banking, I decided to form my own wealth management business, Westridge Wealth Strategies (WWS).  WWS began by helping doctors, expanded to small business owners broadly, and finally grew to helping start-up employees and management of established companies.  Now, WWS offers comprehensive wealth management services with extensive partnerships to address the needs of approximately 50 client families and counting.  I am delighted that WWS is able to offer family office-caliber services, helping our clients toward prosperity and financial peace of mind. 

Along the way, I have been featured in financial media such as The Wall Street Journal,, and The New York Times.


I received my undergraduate degree from Claremont McKenna College, double-majoring in Economics and Psychology. I earned the Chartered Financial Analyst (CFA) charter and the CERTIFIED FINANCIALPLANNER™ (CFP®) credential.


I am actively involved in various community and sports activities.  I serve on the Board of Governors of the Lowe Institute for Political Economy at Claremont McKenna College.  I am an active member of the CFA Society of Chicago and Financial Planning Association Chicago.

During college, I was an all-conference goalie for the nationally-ranked Claremont McKenna College “Stags” NCAA water-polo team and my dedication to athletics continues as I currently enjoy surfing, hiking, mountain biking, and tennis.

I welcome meeting clients outside my office at their homes, offices or on a hike.