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

Can looking backward help us look forward?

By |April 1st, 2020|Blog|

The market conditions that we have witnessed in the last month are unprecedented, simply because the current circumstances in the world are unprecedented in the modern era. Since the last global pandemic, over 100 years ago, we have added instantaneous world-wide communication, social media, electronic trading and much more.

Barry Schwartz on BNN – March 27, 2020 – You can’t trade your way out of this market panic

By |March 31st, 2020|Media Appearances|

Barry Schwartz joins BNN Bloomberg to discuss investment strategies during what he calls a 'market panic.'