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.
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.
Why Market Dips Are Your Secret Weapon for Roth Conversions
When markets tumble, most run for cover. But savvy investors know: Converting to Roth during downturns could be your smartest tax move.
How to Handle Market Volatility (And Not Hit the Panic Button)
Learn how to handle market volatility and keep panic at bay. CFP® Alex Wolfe shares quick tips on perspective, diversification & staying the course.
Debt Insights, According To A Certified Financial Planner ®
Discover how to distinguish good debt from bad, optimize your financial decisions, and leverage debt strategically in today's market.
What Withdrawal Strategy Should I Use in Retirement?
Think you know the 4% retirement rule? Discover why market timing might matter more than your withdrawal rate.
Retirement Mistakes That Could Ruin You
Uncover common retirement mistakes—from overspending, healthcare surprises, to mental stagnation—and learn valuable tips to safeguard your golden years.
Avoid Tax Season Surprises: What You Need to Know
Tax season is here—are you ready? Learn key tax preparation tips to help avoid costly mistakes and maximize savings.
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.
