The Baskin
Wealth Management
Approach
We take a long-term approach to your investments
We know how important it is for our clients to have direct access to the actual decision makers. We conduct dynamic, in-depth research into the companies we buy for you – including business models, competitive landscapes and management track records.
Most importantly, we have the patience to wait for the right opportunities to set your portfolio up for success.
Five key things that set us apart
Custom Portfolios
We build portfolio strategies unique to you, taking into consideration your life stage, immediate and long-term needs and overall financial goals.
Superior Client Service
We offer direct access to the top people at our firm, a dedicated client service team and easy-to-read dashboard reporting.
Continuous Analysis
We pay attention to your portfolio’s growth and the market fluctuations, and we will work with you to adjust as needed to maximize your results.
A Holistic Approach
We take into consideration the full picture when building out your financial plan. Beyond your wealth portfolio, we take into account your tax, legal and estate needs, working with your accountants and tax advisors as needed.
No Hidden Fees
Baskin Wealth Management is transparent with respect to our compensation.