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Basin Wealth Management | Midland TX

 You have worked hard for your money. 

Don’t lose it to Washington or Wall Street.  

Keep it in the Basin.

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         We are a CPA and investment advisory firm located in Midland, Texas, the heart of the Permian Basin.

Here are some things that we offer:

  • Simple, sensible investment management
  • Personalized retirement and estate planning
  • In-house tax planning and preparation

Let’s Work Together

“When the market goes down, you lose money. But, when the market goes back up, you make it back. But, if you lose money to taxes, you’re never getting that money back. That’s a one-way street. That’s why it’s critical to have an advisor that has invested in specialized knowledge in tax planning.”

Ed Slott, CPA & “America’s IRA Expert”

“More investment sins are committed by otherwise intelligent people because of tax considerations than from any other cause.”

Warren Buffett

“The #1 enemy of long-term investing success is taxes.”

Paul Samuelson

“No factor is as influential as taxes in determining how much money retirees will have to spend or leave to heirs. And minimizing taxes is the best way to improve retirement outcomes for clients.”

Paul Samuelson

“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.”

Robert Kiyosaki

“The worst bear market occurs every year on April 15 by unnecessarily paying taxes that could have been avoided by proper planning.”

Marvin Blum

“Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Vegas.”

Paul Samuelson

“Very long stretches of time in the market are the sources of some great fortunes. Get rich slowly. Start early and never stop.”

Laurence Siegel

You Deserve a Team That Adds True Value

At Basin Wealth Management, we understand the complexities that accompany wealth. Our founder, Derek Robinett, has nearly two decades of investment advising experience. With that experience, complemented by his extensive knowledge of tax laws garnered as a CPA for the last ten years, we offer a unique service that no other advisor in the Permian Basin can offer.

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