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Baskin Wealth Management takes a disciplined team approach to managing your money and recognizes that each client has unique goals and attitudes towards risk.

Your portfolio manager will assess your unique needs and develop a tailored strategy incorporating investment advice, tax services, retirement planning, estate planning and philanthropic goals.

We take pride in spending the time to ensure an in-depth understanding of your complete financial situation.

disciplined approach

Our approach delivers made-to-measure wealth management strategies and superior client service to families and foundations with $1 million or more to invest.

A Disciplined Approach
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Changes in lifestyle and demographics have affected us all. We have found that an integrated multi-generational approach to wealth management works very well.

Speak to a Portfolio Manager
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Founded over 25 years ago, we remain independently owned, making our top people available to you.

Our Team
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Wealth management is more than advice relating to investment options.  It is a holistic approach to managing your financial health.

Wealth Management

In The News

2022 New Year’s Investing Resolutions

By |January 5th, 2022|Blog|

At the beginning of every year, many of us (myself included) resolve to eat healthy, exercise more, watch less Netflix, read more books, be more productive, etc. I always start off the year with good intentions, but within a couple of days, I'm back to my old habits. Don’t make the same mistakes with your investments. Here are some investing resolutions that we believe, if applied properly, will pay dividends for your portfolio for years to come:

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