JOIN BASE WEALTH MANAGEMENT

Empowering Advisors. Elevating Careers.

At Base Wealth Management, we’re building a strong community of financial advisors and support staff—administrative assistants, client relations specialists, and other professionals—who value growth, collaboration and client‑focused service. We provide the tools and support you need to work independently while thriving in a team‑oriented environment.

Whether you’re an established advisor expanding your practice or a new team member, we offer the flexibility and infrastructure to help you succeed. With guidance, technology, and marketing support, you can stay focused on delivering the best outcomes for your clients.

Our Open Positions

Join a fast-growing, independent Wealth Management firm offering a rare opportunity to take over existing client relationships and grow your own book. CFP® preferred. Enjoy long-term equity potential, dedicated support, in-house marketing, tax, and investment expertise—all within a collaborative, entrepreneurial environment.
Jacksonville (FL), Lakewood Ranch (FL), Land O' Lakes (FL), Sarasota (FL), St Petersburg (FL), Tampa (FL)

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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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Dan DiLascia

Sean Koscho

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