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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.

Our 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.

Founded over 25 years ago, we remain independently owned, making our top people available to you.

Wealth management is more than advice relating to investment options.  It is a holistic approach to managing your financial health.

In The News

Monthly Newsletter – July 2020

By |August 7th, 2020|Outlook|

Understandably, people are concerned that the market is going to go down. The impact of the pandemic has created a high level of uncertainty and we do not know what will happen with this horrible and persistent disease in the remainder of 2020 and beyond. However, what we do know is that trying to time the market is not the answer. In this monthly update, David outlines the steps we are taking to protect your portfolios.

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