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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.

speak to a portfolio manager

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

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

speak to a portfolio manager

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

In The News

Monthly Newsletter – August 2020

By |September 2nd, 2020|Outlook|

While we will never have all the answers needed for investing, the answers to three key questions will have a significant impact on the investing world. In this monthly update, David outlines these questions, the impact each will have, when he expects to have answers, and what investors should be doing as we await the outcomes.

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