The Benefits of the 1031 Exchange
Is there an optimal order of investing? Interest rates on debt and kinds of investment…

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.
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.
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.
Click on a card below to see the details of past events or reserve your spot for upcoming events.
Event held at the new office (7301 Merchant Ct) at 9AM. Guest speaker Adam Klugh.
Event held at the new office (7301 Merchant Ct) at 5PM. Drinks & Food.
Dinner held at Grillsmith Clearwater on January 11, 2022. Guest Speaker.
Everything happening with Base Wealth Management.
Is there an optimal order of investing? Interest rates on debt and kinds of investment…
Is there an optimal order of investing? Interest rates on debt and kinds of investment…
Is there an optimal order of investing? Interest rates on debt and kinds of investment…
Is there an optimal order of investing? Interest rates on debt and kinds of investment…
The order in which you start to withdrawal from your retirement accounts plays a vital…
7301 Merchant Ct
Lakewood Ranch, FL 34240
(941) 756-8716
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 a list of full disclosures.
If you have any questions regarding Compliance and Regulatory information, please Contact Us.
Crafted by Baobab Advisor Consultants.
"*" indicates required fields
"*" indicates required fields
"*" indicates required fields
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).
Simply submit your name and email to receive a PDF straight to your inbox.
"*" indicates required fields
Simply submit your name and email to receive a PDF straight to your inbox.
"*" indicates required fields
Simply submit your name and email to receive a PDF straight to your inbox.
"*" indicates required fields
Simply submit your name and email to receive a PDF straight to your inbox.
"*" indicates required fields
If you would like to request a physical copy of Divorce the IRS, please fill out the form below.
"*" indicates required fields
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