Basin Wealth Management is a CPA and investment advisory firm based in Midland, Texas, specializing in personalized retirement and estate planning, as well as in-house tax planning and preparation. With a focus on preserving wealth and minimizing taxes, their founder, Derek Robinett, brings nearly two decades of investment advising experience and ten years as a CPA to offer a unique service unmatched in the Permian Basin.
Recognizing the importance of tax-efficient investing, Basin Wealth Management emphasizes the impact of taxes on long-term financial success, echoing the sentiments of renowned experts like Ed Slott, Warren Buffett, and Paul Samuelson. By prioritizing specialized knowledge in tax planning, the firm aims to help clients navigate market fluctuations and secure their financial legacies for future generations.
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