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.

Mastering Mind Over Money: The Psychology Behind Financial Decisions

Boost your HSA with a tax-free IRA rollover—unlock the triple-tax-advantaged potential of your healthcare savings.

WATCH VIDEO
Alex Wolfe, Head of Financial Planning, discusses Health Saving Account Rollovers!

Maximize Your HSA with a One-Time IRA Rollover – Discover How!

Boost your HSA with a tax-free IRA rollover—unlock the triple-tax-advantaged potential of your healthcare savings.

WATCH VIDEO
Investor Irrationality podcast about behavioral finance

Understanding Behavioral Finance: Why You Make Your Financial Choices

Uncover the impact of psychological biases on your financial decisions in our latest deep dive into Behavioral Finance.

WATCH VIDEO
Alex explores active versus passive investing strategies.

Active vs. Passive Investing: Which is Right for You?

Explore the debate between passive and investing strategies and discover which one aligns with your financial goals!

WATCH VIDEO
Kyle explaining how to not make 401(K) mistakes.

How to Personalize Your 401(K) (and avoid THESE mistakes!)

Discover how to tailor your workplace 401(k) investments to fit your unique goals and risk tolerance.

WATCH VIDEO

Rollover Your 529 Into a Tax-Free Roth?

Discover how the Secure 2.0 Act transforms 529 plans into tax-efficient retirement assets for your children!

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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Click here to go to our YouTube channel and subscribe for weekly financial updates and more! We’d love your help to in getting to 500 subscribers!

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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