Gaskin Wealth Management, based in Moraga, CA, offers a logical, organized, and disciplined approach to wealth management, specializing in 401k management. With a focus on personalized service, they aim to help clients make sound financial decisions for asset preservation and growth through a rules-based investment process.
Founded by Greg Gaskin, a seasoned financial professional with a background at Smith Barney, the firm prioritizes developing tailored investment plans based on individual risk tolerance profiles. Gaskin Wealth Management believes in the importance of adjusting investment allocations between wealth accumulation and preservation phases to maximize financial outcomes for their clients.
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