Business Details
Your Trusted Financial Advisory Partner in Charlotte, NC
Gaskin Asset Management is a veteran and family-owned boutique investment management and consulting firm with expertise spanning two generations. Our team of seven professionals combines diverse educational backgrounds and industry certifications to deliver personalized financial solutions. Through our strategic partnership with Raymond James, we offer clients access to extensive resources while maintaining independence in providing unbiased advisory services.We specialize in goals-based financial planning and asset management, serving clients across the United States with a focus on building long-term wealth and navigating life transitions. Our fiduciary commitment ensures that client interests always take precedence in every decision we make.
Services
Portfolio Management
Financial Planning
Retirement Strategies
Tax Planning
Estate Preservation
Highlights and features
- Veteran-owned firm with two generations of financial services expertise
- Fiduciary commitment prioritizing client interests above all else
- Access to Raymond James' resources with personalized boutique service
- Customized strategies for multigenerational wealth management
- Proven process for navigating major life transitions and financial goals
Associations and certifications
- FINRA
- SIPC
Services
Portfolio Management
Our portfolio management service creates customized investment strategies aligned with individual financial goals and risk tolerance. We combine passive indexing with active management techniques to optimize returns while managing volatility. Through Raymond James, we access diverse investment options including ETFs, mutual funds, and alternative strategies to build tailored portfolios for both short-term objectives and long-term wealth preservation.
Financial Planning
We develop comprehensive financial plans that address cash flow management, tax strategies, and wealth accumulation goals. Our goals-based approach creates living documents that evolve with clients' changing life circumstances. We coordinate with tax and legal professionals to ensure holistic planning that covers retirement readiness, education funding, and major life events while maintaining flexibility for future adjustments.
Retirement Strategies
Our retirement planning service focuses on creating sustainable income streams and managing portfolio longevity. We help clients transition from wealth accumulation to distribution while addressing tax efficiency and healthcare costs. Through scenario analysis and risk assessment, we develop strategies that balance lifestyle goals with financial realities, whether clients seek complete retirement or phased transitions to part-time work.
Tax Strategy
We implement strategic tax planning approaches that coordinate with overall investment strategies to minimize tax liabilities. Our services include optimizing retirement account contributions, managing taxable investments, and coordinating with CPAs for comprehensive tax-efficient solutions. We focus on both current tax savings and long-term tax implications of investment decisions while maintaining compliance with evolving tax regulations.
Estate Preservation
Our estate planning service helps clients preserve wealth for future generations through coordinated strategies with legal professionals. We develop plans that address asset distribution, legacy goals, and intergenerational wealth transfer. By integrating legal documents with investment management, we ensure clients' wishes are fulfilled while minimizing estate taxes and administrative complexities for beneficiaries.
People
Robert J. Gaskin
Founder
Robert Gaskin established the firm with a vision for personalized financial guidance. With decades of industry experience, he focuses on building long-term client relationships and developing strategic investment approaches that balance growth and risk management.
Paul A. Gaskin
Senior Advisor
Paul Gaskin brings extensive financial services experience to client relationships. He specializes in creating customized investment solutions and guiding clients through complex financial decisions with a focus on intergenerational wealth transfer strategies.
Ivey G. Baker
Wealth Strategist
Ivey Baker specializes in comprehensive financial planning and client education. She helps clients navigate life transitions while developing sustainable financial strategies that align with personal values and long-term objectives.
Dennis S. Rankowitz
Portfolio Manager
Dennis Rankowitz oversees investment strategy implementation and portfolio construction. His expertise in market analysis and risk assessment ensures clients' portfolios remain aligned with evolving financial goals and market conditions.
Summer M. Sneed
Client Relations
Summer Sneed manages client communications and coordinates financial planning services. She focuses on ensuring seamless client experiences while supporting the advisory team with portfolio management and planning activities.
Questions
What types of clients do you typically work with?
We serve investors and families across diverse backgrounds, with particular expertise in multigenerational wealth management and business owners' financial planning needs.
Is there a minimum account size requirement?
We work with clients having investable assets ranging from $100k to over $40M, with typical households between $500k and $5M in investable net worth.
Do I need an investment account to start working with you?
Not necessarily. We offer fee-only financial planning services for clients who need strategic guidance before establishing investment accounts.
How are your services compensated?
We operate primarily through asset-based advisory fees, with transparent pricing disclosed upfront during initial consultations. Commission-based arrangements may be available when appropriate.
Do you work with clients outside Charlotte?
Yes, we serve clients across the United States through virtual meetings and digital communication tools while maintaining personalized service standards.
How do you approach investment risk management?
We combine passive indexing with active management strategies to balance risk and return, tailoring portfolio allocations to individual risk tolerance and financial goals.
