Financial Advisors Located in Lakewood Ranch

Base Wealth Management is a fee-based financial planning and wealth management firm based in Lakewood Ranch, Florida. We are a locally-owned and operated business with over 33 years of collective experience in personal financial services. Our team is focused on providing clients from all walks of life with a relationship that fosters growth, security, and independence.

What We Do

Financial Planning

Our approach is to build customized financial plans by asking questions and listening to your priorities. We make adjustments to the plan as circumstances change.

Portfolio Management

We build a portfolio by selecting investments that meet your short term, mid term and long term financial goals while matching it to your risk tolerance.

Real Estate

We offer independent advice on Commercial and Residential Real Estate. We take into consideration financing options and tax implications and how it might fit with your overall plan. View our portfolio.

Base Wealth Team - Sean and Dan

Our Core Values

Commitments (Integrity, Performance and Excellence)
Quality and value of services

Our Events

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

New
Jacksonville

Client Appreciation Event

Event held at the Embassy Suites on January 13, 2022 at 5PM. Guest Speaker.

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Clearwater

Client Appreciation Dinner

Dinner held at Grillsmith Clearwater on January 11, 2022. Guest Speaker.

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Lakewood Ranch

Client Appreciation Event

Event held in Lakewood Ranch at the Finnish Tower in July, 2021. Guest Speaker.

VIEW PHOTOS & MORE

The Latest News

Everything happening with Base Wealth Management.

OOPS!

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

Choose your advisor

Dan DiLascia

Sean Koscho

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