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.

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
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.

VIEW PHOTOS & MORE
Clearwater

Client Appreciation Dinner

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

VIEW PHOTOS & MORE

The Latest News

Everything happening with Base Wealth Management.

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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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