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Account Access

CLIENT PORTAL

This is the new client portal where you may log on and view all of your accounts with me, no matter where they are held or with what company. You can monitor all your account balances, activity, transactions and performance any time, anywhere on this secure, easy to use website.

CLIENT PORTAL LOGIN
CLIENT PORTAL GUIDE

This is where you log on if you have accounts with us at Charles Schwab and you’ve signed up, or would like to sign up for e-delivery of your statements, transaction confirmations, tax documents, shareholder documents and prospectuses.

CHARLES SCHWAB LOGIN
CLIENT PORTAL GUIDE

CLIENT INTAKE FORM

This form is for new clients opening an account. The information requested is critical to our getting started.

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SIGN UP WITH SEAN KOSCHO
SIGN UP WITH KYLE HOWELL
Base Wealth Management is a fee-based financial planning firm that puts client interests first and offers total transparency with fees, services and philosophies.

Headquarters

7301 Merchant Ct
Lakewood Ranch, FL 34240
(941) 756-8716

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.

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

https://adviserinfo.sec.gov

© Copyright 2023.

 Crafted by Baobab Advisor Consultants.

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Dan DiLascia

Sean Koscho

Kyle Howell

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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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-The Base Wealth Team