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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

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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.

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Our Core Values

Commitments (Integrity, Performance and Excellence)
  • Integrity: trust is at the foundation of our relationships with our customers and our suppliers
  • Performance and excellence: we value high quality performance and aim for excellence in all our transactions
Quality and value of services
  • We bring value through quality of our services and our competitively priced products

Our Events

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

New
Lakewood Ranch

Investment Property Event

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

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New
Lakewood Ranch

New Office Open House

Event held at the new office (7301 Merchant Ct) at 5PM. Drinks & Food.

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Clearwater

Client Appreciation Dinner

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

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The Latest News

Everything happening with Base Wealth Management.

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Base Wealth Management is a fee-based financial planning firm that puts client interests first and offers total transparency with fees, services and philosophies.

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.

https://adviserinfo.sec.gov

© Copyright 2023.

 Crafted by Baobab Advisor Consultants.

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Choose your advisor

Dan DiLascia

Sean Koscho

Kyle Howell

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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-The Base Wealth Team