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.
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.
Fed Holds Rates, Inflation Eases, Retail & Housing Trends
Dive into the key financial shifts of November in this comprehensive update.
4 Easy Ways to Boost Your Social Security Benefits!
Navigate the complexities of Social Security with expert guidance.
Monthly Market Recap: GDP, Inflation, and More
Watch Alex Wolfe, CFP® break down October's financial events in our Monthly Market Recap.
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.
Optimize Your Investments for Financial Success
Explore the art of optimizing your investments to achieve your financial goals.
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
Creative Financing Event 2023
Event held at the new office (7301 Merchant Ct) at 9AM. Guest speaker Adam Klugh.
New Office Open House 2023
Event held at the new office (7301 Merchant Ct) at 9AM. Guest speaker Adam Klugh.
Headquarters
7301 Merchant Ct
Lakewood Ranch, FL 34240
(941) 756-8716
Disclosures
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.
