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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

Costco’s e-commerce opportunity

By |October 13th, 2021|An Ernest Opinion|

In talking to other investors about Costco, the main question is whether Costco can still thrive in a world where Amazon and others can deliver an infinite selection of products to your house in one or two days. As this blog will discuss, e-commerce is more an opportunity than a threat for Costco and the management has cleverly designed its e-commerce strategy in a way that grows Costco’s market share without cannibalizing its core business.

NexGen Ltd Webinar

By |October 5th, 2021|In the Community|

On Thursday, September 30, 2021, Dr. Mitch Abrams led an exclusive presentation for Baskin Wealth Management clients on emerging health trends and the technology driving these trends. He shared insights into cutting edge research in mental health and the science of wellness, and provided simple, clinically effective skills and strategies to optimize your health.

Monthly Newsletter – September 2021

By |October 4th, 2021|Outlook|

The American novelist Norman Mailer wrote: “There was that law of life, so cruel and so just, that one must grow or else pay more for remaining the same.”  At Baskin Wealth Management, we have chosen to grow. In this month’s newsletter, David discusses the recent succession planning changes made by us as we lay the foundation for the next twenty or thirty years ensuring we remain the high-touch, high-knowledge service that has built our business.

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