Firm Overview
Founded over 30 years ago, Baskin Wealth Management is an independently owned investment management firm providing customized wealth management solutions and services to families and foundations with $1 million or more to invest.
With a strong emphasis on a superior client experience and building long-lasting relationships, our goal is to provide all our clients with managed growth and peace of mind. We pride ourselves on our focus on families, making our top people available, and structuring our fees around the entire family.
Each and every Baskin Wealth Management client has a dedicated Portfolio Manager and Associate with a proactive client service approach, face-to-face meetings and ongoing portfolio reviews.
You will receive comprehensive quarterly reports outlining holdings, activities and performance of your portfolio. We will also collaborate with your advisors on matters such as tax reporting and estate planning.