Gaskin Wealth Management

Gaskin Wealth Management is an independent, fee‑only registered investment adviser that provides discretionary and non‑discretionary asset management and advisory services to individuals as well as to pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $99 million for 227 clients and operates as a solo advisory practice with the sole investment professional responsible for account reviews and client advice.

The firm documents client goals in written investment policy statements and generally implements portfolios through no‑load or low‑load mutual funds, exchange‑traded funds, and, when appropriate, individual stocks and bonds. Its investment process blends fundamental and technical analysis into a five‑step stock selection framework built on relative strength across 40 market sectors and includes a two‑factor safety trigger that can shift portfolios into money market exposure when market percentile ranks indicate elevated risk.

Compared with typical solo independent advisers, this firm is notable for its high client count per advisor and for serving pension or profit‑sharing plan clients, both of which are uncommon among peers. It also emphasizes systematic risk controls and operates under a limited power of attorney with custodians (clients retain asset custody), while maintaining a fee‑only structure and a personal review process overseen by the firm’s compliance function.