Providing a Logical, Organized and Disciplined Investment
Approach to 401(K) Management
Providing a Logical, Organized and Disciplined Investment
Approach to 401(K) Management
We have a unique approach to investment choices within your 401(k). Do you know how your 401k(k) is invested? Our clients are invested in top-performing options.
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 GWM believe that sailing into a strong headwind is much harder than sailing with the wind at your back.
Greg is the founder and Principal of Gaskin Wealth Management LLC, which he formed in 2007. Greg's career in the financial services industry began at Smith Barney where he worked for 18 years. There he reached the highest levels of new assets under management for the branch in 2000 and 2001, earning the President's Council Merit for excellence.
Our mission is to provide each of our clients with the personalized service necessary to ensure sound financial decisions that can result in asset preservation and growth.
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.
Let's make it happen. GWM will inform you of new updates and the latest.
A complimentary consultation with Greg (GWM) will provide you a comparison of your 401k performance. A current view of your portfolio and an updated top-ranking view of your 401K.
Please send me a message. I will get back to you soon to schedule a consultation.
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: Closed
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