YOUR VISION

DEFINING YOUR RETIREMENT

What does your perfect retirement look like? Whether it’s learning how to play the drums, traveling to distant countries or spending time with family, there’s a path for everyone, and we’re here to help you find yours.

FINANCIAL ADVISORS BASED IN LAKEWOOD RANCH  

& LAND O' LAKES

Base Wealth Management is a fee-based financial planning and wealth management firm based in Lakewood Ranch, Florida. While we are proudly locally owned and operated, our services extend throughout Florida, with a strong presence in the Tampa and Jacksonville regions. With over 33 years of collective experience in personal financial services, we dedicate ourselves to providing clients from all walks of life with a relationship that fosters growth, security, and independence.

HOW WE HELP YOU

Goals-Based Financial Planning

From buying a home to securing your retirement, we align your overall financial plan with your life's ambitions.

Everything in One Place

See all your investments, savings, documents, and debts at a glance to make informed decisions with everything in one place.

Tax Planning & Analysis

We actively manage your tax brackets with tax-efficient investment strategies for optimal financial health.

Manage Your Work 401(K)

We seamlessly integrate your 401(K) into your broader investment strategy with sophisticated software.

Risk Analysis

We use sophisticated risk software to analyze your entire financial life to ensure your investments align with your risk profile.

Estate Planning

Leverage strategic investment vehicles for tax-efficient wealth transfer, helping ensure your legacy thrives across generations.

YOUR PERSONALIZED PLAN

WE ARE THE FOUNDATION TO YOUR FINANCIAL 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.

Head of Financial Planning

MORE INSIGHTS

OUR LATEST VIDEOS

Click on a card below to watch a helpful video on any topic you find interesting.

The Best Retirement Withdrawal Strategies

Discover the most effective retirement withdrawal strategies, including a dynamic new approach.

WATCH VIDEO

Fed Holds Rates, Inflation Eases, Retail & Housing Trends

Dive into the key financial shifts of November in this comprehensive update.

WATCH VIDEO

4 Easy Ways to Boost Your Social Security Benefits!

Navigate the complexities of Social Security with expert guidance.

WATCH VIDEO
Base Wealth Management October Monthly Market Recap

Monthly Market Recap: GDP, Inflation, and More

Watch Alex Wolfe, CFP®  break down October's financial events in our Monthly Market Recap.

WATCH VIDEO

Strategies to Save Big on Taxes: A Year-Round Approach

Get crucial insights into year-round tax strategies that can save you money and prevent tax day surprises.

WATCH VIDEO
Alex Wolfe, CFP - Optimizing Investments

Optimize Your Investments for Financial Success

Explore the art of optimizing your investments to achieve your financial goals.

WATCH VIDEO

FINANCIAL FOUNDATIONS

LISTEN TO OUR PODCAST

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

OUR LATEST EVENTS

Click on a card below to see the details of past events or reserve your spot for upcoming events.
SPONSOR
NEW
Largo

2023 FireFighter Charity Golf​

Base Wealth Management was a sponsor of the event.​

VIEW MEDIA
SPONSOR
NEW
Lakewood Ranch

Creative Financing Event 2023

Event held at the new office (7301 Merchant Ct) at 9AM. Guest speaker Adam Klugh.

VIEW MEDIA
SPONSOR
NEW
Lakewood Ranch

New Office Open House 2023

Event held at the new office (7301 Merchant Ct) at 9AM. Guest speaker Adam Klugh.

VIEW MEDIA

Choose your advisor

Dan DiLascia

Sean Koscho

Kyle Howell

SUBSCRIBE TO OUR YOUTUBE CHANNEL!

Click here to go to our YouTube channel and subscribe for weekly financial updates and more! We’d love your help to in getting to 500 subscribers!

Register for our Open House event!

2022 Tax Document Information

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).

Get a FREE Solo 401(K) Guide

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Get a FREE Roth 457 Guide!

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Get a FREE Solo 401(K) 2-Pager for FireFighters

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Get a FREE copy of Divorce the IRS

If you would like to request a physical copy of Divorce the IRS, please fill out the form below.

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 *This book is most suitable for households with $250K or more in investable assets.
 

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-The Base Wealth Team