Step 1

End-of-Year Tax Planning

In November or December, we will conduct a meeting where we project next year’s tax situation and determine what steps we should make by the end of the year to help you achieve your goals. 

Step 2

Tax Preparation

We will prepare your federal income tax return, which includes an analysis of this year’s tax return, recommendations for any qualified retirement plan contributions, and feedback on how your investments impacted the tax return. 

Step 3

Mid-Year Check-Up

Beginning in May, we like to hold meetings in which we discuss other (non-tax and non-investment) issues to see if there are any gaps or missing pieces in your financial life.

I’m Derek Robinett.

Managing wealth without managing taxes? That’s like trying to run a marathon with one leg tied—painful and ultimately unproductive. 

As a Chartered Financial Analyst®, Personal Financial Specialist™, and Certified Public Accountant with a Master’s in Finance, I’ve got the credentials and know-how to handle both sides of your financial picture. 

I want to help your investments grow and ensure Uncle Sam’s cut doesn’t grow alongside them. 

Let’s navigate the complexities of wealth and taxes together, keeping more of your hard-earned money where it belongs—in your pocket.

I’m here to make your wealth less “taxing” (pun intended!).

A Balanced Plan

Because we’ve studied as CPA professionals, we can give dedicated tax advice. And, it’s likely that the questions you have about your investments are in fact tax related. Together, we’ll balance the approach to your needs - whether they’re about taxes or investment management.

Why Basin Wealth Management?

As someone who has worked hard to earn their wealth, would you rather entrust your savings to an investment advisor who manages your portfolio, but disregards tax implications? Or, would you prefer to work with an advisor who manages your portfolio and understands the Internal Revenue Code in a way that helps minimize your tax burden and maximize your bottom line? 

At Basin Wealth Management, we guide you through your investment questions as well as the tax concerns that may be keeping you up at night. Then, we utilize your tax returns to reduce burdens now and in retirement - when you need it the most.

Simplifying Your Overall Wealth Picture

By bringing your needs under one roof, you’ll eliminate the need to meet with various professionals who may not have your objectives aligned properly. This will effectively simplify your life, save you time, and reduce your stress level. And, who doesn’t want that?

Integrity First

Our goal is to work with like-minded people who have clear goals for the future. By prioritizing our communication efforts with you, we’re able to ensure a smooth experience, keeping in mind all of your personal and financial needs. And, by offering an unbiased perspective, you can feel confident in the recommendations being provided to you.

Unlike other advisors who may appear polished but are based far away, I’m a proud member of the Midland community. I live here, work here, and my kids attend our local public schools. Midland isn’t just a stop on my schedule—it's my home.