our mission
Our mission is to provide a Logical, Organized and Disciplined Investment Process.
our vision
Our investment focus uses a core philosophy of "Relative Strength" Investing
We compare all areas of the market to one another on a "Relative Strength" basis, from gold to bonds as well as domestic, international and emerging markets.
This involves investing in securities that have appreciated in price more than other securities within the investment universe and holding those investments until they sufficiently underperform.
Client testimonial
“You make the process easy to understand. I truly believe that one of the greatest blessings I received from my time at President Reagan's ranch was meeting you! We are so thankful for you. We trust and appreciate your attention and work to our financial success.
Rick K
Founder and Principal
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 services to individuals, families, and small business owners.
Experience
Greg has extensive experience working with high net worth retirement plan participants, and individuals preparing for the transition to retirement. He has done considerable work with high net worth families in the areas of stock and bond portfolios that encompass a high level of risk management.
Career
1982
Greg started by working in the automotive industry, serving as an automotive consultant running his family’s successful automobile dealership, earning Volkswagen Porsche and Audi’s top honor award in Sales and Customer Service.
1993
Greg’s career in the financial services industry began at Smith Barney, where he worked for 14 years. In 2000, 2001, Greg reached the highest levels of new assets under management for the branch, earning the President’s Council Merit for Excellence.
2000
Greg developed a successful property management company, giving him tremendous experience in property acquisition, management and financing.
2007
Greg becomes the Founder and Principal of Gaskin Wealth Management LLC.
Personal
Greg and his wife Jenise reside in Moraga.