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What We Provide

MP900442174

Baskins Hoetger Wealth Management (BHWM) provides wealth management services combining financial planning and investment management.  Our team approach helps you to integrate all areas of your financial life in order to help you achieve your lifetime financial goals with a focus on preparing for retirement.

“I would not give a fig for the simplicity on the near side of complexity, but I would give my right arm for simplicity on the far side of complexity.” - Oliver Wendell Holmes

We live in an increasingly complicated world that supplies us with more information than is humanly possible to assimilate, leaving us susceptible to the easy (simplicity on the near side of complexity) solution.  Our experience has been that the “easy” answer is seldom the best.  At BHWM we will never profess to have all the answers or the only answer, but with forty plus years of experience, we feel well equipped to help our clients navigate through these financial complexities, resulting in an achievable personalized solution.  

OUR VISION 

  • Develop and maintain long-term relationships with our clients and become their trusted lifetime financial advisory team.

OUR MISSION STATEMENT

  • To help our clients navigate the complexities of retirement by providing clarity and confidence so that they can enjoy the next chapter of their lives.

OUR VALUE PROPOSITION

  • We provide objective, personalized advice in order to help our clients make smart, informed decisions about their financial lives and investments. 

HOW WE DO THIS

Client Commitment

  • We maintain honest, respectful communication with our clients to promote mutual understanding and trust. 
  • We want to understand our client’s financial and personal goals. 
  • We listen to our clients in order to help determine short and long-term financial goals and needs.
  • We will always put our clients’ interests first, acting with integrity and honesty. 
  • We pride ourselves on the lasting stability and long-term nature of our client relationships, and as a fiduciary, we manage client investments as if they were our own.
  • Our team approach has more than 40 years of collective experience and we pride ourselves on providing consistent personal service and unbiased expert advice. 
  • We have the background, skills, and knowledge necessary to help guide clients through the complexities of today’s financial environment in order to make sound financial decisions.
  • We have an unwavering confidence in our investment philosophy and a long-standing tradition of adhering to our discipline.  

 

Get To Know Us

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact Us Today