Company description
Baskin Wealth Management takes a disciplined team approach to managing your money and recognizes that each client has unique goals and attitudes towards risk.
Our approach delivers made-to-measure wealth management strategies coupled with a superior client service experience. We believe that every generation of investor has a voice and should have direct access to the top people at our firm. We take the time, not only when you first become a client, but throughout the relationship to ensure we have an in-depth understanding of your complete financial situation. This takes into account your goals and attitudes towards risk as well as considering your tax, legal and estate requirements to ensure your portfolio continues to meet your needs.
Services:
- Wealth Management - Customized wealth management services for families and foundations with $1 million or more to invest.
- Asset Management - Investment management to protect your capital and build your wealth over the long-term.
- Financial Advisor - Personalized financial advice based on your family, your goals, and your plans for the future.
More details
- Company Blog URL
- https://baskinwealth.com/news/blog/
- Twitter Profile URL
- https://twitter.com/BaskinWealth
- Facebook Page URL
- https://www.facebook.com/baskinwealthmanagement/
- Linkedin Company Page URL
- https://www.linkedin.com/company/baskin-wealth-management/
- You Tube Page URL
- https://www.youtube.com/user/BaskinFinancial
