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Making Charitable Giving Smarter: How Donor-Advised Funds Create Flexibility and Tax Efficiency

For those who are charitably inclined, giving isn’t just about generosity—it’s also about intention. The…

5 Financial Pitfalls That Can Derail Your Retirement

Retirement should be a time of peace, freedom, and fulfillment—but getting there requires more than…

Avoiding Tax-Time Stress: A CFP’s Take on Getting Prepared

As the April 15 deadline approaches, many individuals and business owners find themselves scrambling to…

Understanding the Corporate Transparency Act: What It Means for Your Business

The Corporate Transparency Act (CTA) is officially in effect, bringing new reporting requirements for businesses…

Federal Reserve’s First Rate Cut in Four Years: Navigating Economic Growth Amid Slowing Inflation

As the U.S. economy approaches 2025, the Federal Reserve’s recent actions signal a critical shift…

How Do Financial Advisors Add Value?

Discover how financial advisors can significantly enhance your portfolio's growth and stability over your lifetime.

Investing in Market Resilience

Uncover market resilience, the risks of timing, and strategies for a robust portfolio. Dive into…

Tech guy lost money after buying cryptocurrency

Blockchain and Crypto: A Worthwhile Investment?

It’s a common question from clients – what about cryptocurrency? Is it safe? Is it…

The Benefits of the 1031 Exchange

A 1031 Exchange is a vital tool in optimizing your investment real estate tax strategy…

Businessmen discussing ROBS 401(K) rollover

How to Use a ROBS 401(K) – Rollovers as Business Startups

The ROBS 401(K) rollover may be your start-up's financing solution. But you should be aware…

Diversifying your Deposit Accounts

Diversifying your Deposit Accounts

To keep your funds safe, consider diversifying deposit accounts across banks and types, such as…

Investor utilizing the optimal order of investing

The Optimal Order of Investing

Is there an optimal order of investing? Interest rates on debt and kinds of investment…

A Lakewood Ranch Retiree’s Withdrawal Guide

The order in which you start to withdrawal from your retirement accounts plays a vital…

5 Steps to Take Before Retiring in Lakewood Ranch

You’re getting close to retirement and have decided you want Lakewood Ranch to be the…

21st Century

Retirement Planning in the 21st Century: The Biggest Changes (and Challenges)

In this article, we confront some of the key issues future retirees face and how…

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

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7301 Merchant Ct
Lakewood Ranch, FL 34240
(941) 203-6040

Email Us

info@BaseWealthManagement.com

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.

Click here to view our Privacy Policy.

If you have any questions regarding Compliance and Regulatory information, please Contact Us.

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© Copyright 2025.
Crafted by VOOV Advisor Consulting.
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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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