Sustained Success
Financial Planning to Optimize your Wealth Management
Gaskin Wealth Management, based in Moraga, CA, brings world-class investment management services to you.
We develop a risk tolerance profile for each client and a plan that will be combined with our rules-based process to determine an appropriate investment allocation. We believe that there is a time for wealth accumulation and a time for wealth preservation, and having the ability to adjust your allocation between these two financial settings is very beneficial.
OUR PRINCIPAL
The Wind at your Back
Our principal, while basic, is hardly ever used in the financial services industry. Most financial advisors use the same old investment adages “buy and hold” or “for the long term.” We at Gaskin Wealth Management believe that sailing into a strong headwind is much harder than sailing with the wind at your back.
By the numbers
Gaskin Wealth Management
370
+401k Plans Helped
2370
Trusted Clients
300
+Years of Experience
280
Years Practicing Technical Analysis
Gaskin Wealth Management
Meet Greg Gaskin
Greg Gaskin is a highly respected financial advisor, with over 30 years of experience in managing personal finances and investments. After working for over a decade at various renowned financial institutions, Greg established Gaskin Wealth Management to provide personalized and comprehensive financial planning services to individuals, families, and small business owners.