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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

Have growth stocks bottomed?

By |May 24th, 2022|An Ernest Opinion|

A notable feature of the current stock market decline is how disproportionately growth stocks have been impacted. The S&P 500 is down only about 12% year-to-date, while the technology-focused NASDAQ is down about 18%. Apart from Energy (+41%), the top performing sectors are low-growth, dividend-heavy Consumer Staples, and Utilities stocks. This result is not too surprising as high-growth stocks are more impacted by rising interest rates than low-growth stocks.

Podcast: Barry Schwartz on Mega Brands with Eric Clark

By |May 20th, 2022|Media Appearances|

 Barry talks about the current market sell-off and what drives his investment decisions with Eric Clark from Mega Brands podcast. They talk about the firm's target client and running their core portfolio plus some bonds where appropriate. Barry focuses on 5 core criteria.

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