DEFINING YOUR RETIREMENT

FINANCIAL ADVISORS IN LAKEWOOD RANCH

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. Proudly serving Americans across the nation.

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.

Alex discussing the top five investing mistakes.

The Top 5 Investing Mistakes (and How to Avoid Them)

Discover the top 5 investing mistakes and how to avoid them. Learn to invest smarter and secure your financial future with expert tips.

WATCH VIDEO

How to Boost Your Small Business Success

Discover essential tax planning tips for small business owners, from organization to retirement planning, in our latest podcast episode.

WATCH VIDEO

From FireFighter to Mortgage Nerd: Adam Klugh’s Insights

Discover mortgage and real estate insights from Adam Klugh on Financial Foundations podcast with Dustin Taylor and Alex Wolfe.

WATCH VIDEO

Are You Choosing the Right Investments?

Just because an investment is a good investment doesn't mean it's the right one for your portfolio or financial situation.

WATCH VIDEO
Real estate risk vs opportunity

Real Estate Investing: Big Risks or Big Opportunities?

Explore current trends in the housing market, mortgage rates, and investment opportunities and why real estate is a smart investment.

WATCH VIDEO

How to Quit the Rat Race and Retire Early

How to retire early with practical tips on saving and investing, whether you're just starting out or in your 40s and 50s.

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.​

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SPONSOR
NEW
Lakewood Ranch

Creative Financing Event 2023

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

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SPONSOR
NEW
Lakewood Ranch

New Office Open House 2023

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

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Schedule a Consultation

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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).

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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

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