DEFINING YOUR RETIREMENT
From buying a home to securing your retirement, we align your overall financial plan with your life's ambitions.
See all your investments, savings, documents, and debts at a glance to make informed decisions with everything in one place.
We actively manage your tax brackets with tax-efficient investment strategies for optimal financial health.
We seamlessly integrate your 401(K) into your broader investment strategy with sophisticated software.
We use sophisticated risk software to analyze your entire financial life to ensure your investments align with your risk profile.
Leverage strategic investment vehicles for tax-efficient wealth transfer, helping ensure your legacy thrives across generations.
YOUR PERSONALIZED PLAN
Creating a holistic financial plan is much more than the traditional approach of penny-pinching and stringent budgeting. At Base Wealth Management, we focus on a goals-based methodology, ensuring flexibility and strategic funding across all aspects of your financial life.
It’s about finding the optimal balance to fund various goals, from paying for the kids’ college to funding your retirement without sacrificing your quality of life today.
MORE INSIGHTS
Click on a card below to watch a helpful video on any topic you find interesting.
Learn how to claim unclaimed funds from old accounts, checks, or deposits. Follow these steps to find and secure lost money waiting for you.
Take control of your generosity and discover how Donor Advised Funds can supercharge your charitable impact.
Discover when you're truly ready to retire—not just financially but emotionally. Learn key strategies for retirement planning in our latest episode!
Discover when you're truly ready to retire—not just financially but emotionally. Learn key strategies for retirement planning in our latest episode!
Explore 4 key strategies to enhance your investment performance: investor behavior, tax management, risk alignment, and cash flow optimization.
Discover a tax strategy to save on rolling over your 401k: transferring company stock can lead to lower tax rates.
FINANCIAL FOUNDATIONS
In this show, we delve deep into the world of money, guided by seasoned experts who will unravel the complexities of finance and provide you with invaluable insights and practical advice. Hosted by Dustin Taylor and Alex Wolfe, CFP®.
GET INVOLVED
Event held at the new office (7301 Merchant Ct) at 9AM. Guest speaker Adam Klugh.
Event held at the new office (7301 Merchant Ct) at 9AM. Guest speaker Adam Klugh.
7301 Merchant Ct
Lakewood Ranch, FL 34240
(941) 203-6040
info@BaseWealthManagement.com
BASE WEALTH MANAGEMENT is able to offer advisory services in all 50 states. Base Wealth Management renders individualized responses to persons in a particular state only after complying with the applicable SEC and state regulatory requirements, or pursuant to applicable exemptions or exclusions.
Different types of investments involve varying degrees of risk including the potential loss of the entire principal invested. Past performance is no guarantee of future results and there can be no assurance that any specific investment will be profitable. There are also no assurances that any portfolio will match or outperform a particular benchmark or index.
BASE WEALTH MANAGEMENT does not represent, warranty, or imply that the services or methods of analysis employed by the firm can or will successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
BASE WEALTH MANAGEMENT will provide all prospective clients with a copy of our current (“Brochure” and “Brochure Supplement”) prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis.
Click here for our latest Client Relationship Summary Document.
Click here for a list of full disclosures.
If you have any questions regarding Compliance and Regulatory information, please Contact Us.
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As a Base Wealth Management client, you should receive your paper tax documents via mail in the coming weeks. Or, if you previously had an online account with Pershing’s NetX360, you should be able to access your 2022 tax documents through that portal.
If not, or if you experience any issues, please reach out to Tim O’Brien (tim.obrien@intervestintl.com).
Simply submit your name and email to receive a PDF straight to your inbox.
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Simply submit your name and email to receive a PDF straight to your inbox.
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Simply submit your name and email to receive a PDF straight to your inbox.
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Simply submit your name and email to receive a PDF straight to your inbox.
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If you would like to request a physical copy of Divorce the IRS, please fill out the form below.
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You’ve stumbled across an element that isn’t quite ready for the web yet. We’re working on a lot of new features so stay tuned.
-The Base Wealth Team