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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

Monthly Newsletter – July 2022

By |August 4th, 2022|Outlook|

We wrote last month that much of the hoped-for recovery would depend on earnings reports for the 2nd quarter, and the forecasts that companies would make about the outlook for the second half of the year. We are happy to say: so far, so good. David analyzes the strong month of July in this quarter’s newsletter.

Barry Schwartz on BNN Bloomberg: If a recession happens, it’ll be the weirdest one

By |July 27th, 2022|Media Appearances|

Barry joins BNN Bloomberg to discuss Walmart's second warning and for his thoughts on a possibility of a recession. Schwartz says if this is a recession, it is a weird one as we have seen strong employment, consumer spending, retail sales, durable good order, housing demand and truck tonnage to name a few strong data points.

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