Author: Alex Wolfe

Alex is a Certified Financial Planner™. He brings nearly a decade of experience working with individuals, families, and business owners. Prior to working for Base Wealth Management, Alex worked for Fidelity Investments and an independent wealth management firm in Venice, FL. Through many years of practice, he specializes in helping clients navigate their financial goals through comprehensive financial planning. He received his bachelor’s degree in economics from Texas A&M University.

Do NOT Make These 5 Retirement Mistakes

These are the top five common retirement mistakes that can lead to financial difficulties or failure during retirement. Hi, I’m Alex Wolfe, Certified Financial Planner and Head of Financial Planning at Base Wealth Management. In this video, I’m going to …

How to Use Donor-Advised Funds to Maximize Tax Savings

A donor-advised fund is a philanthropic vehicle that allows individuals to make charitable contributions, receive an immediate tax deduction, and then recommend grants to their favorite charities over time. This approach offers several advantages over simply writing checks directly from …

Grandparent or Parent Owned 529 College Savings Plan?

TRANSCRIPT:

Having a 529 account in a grandparent’s name rather than the parent’s name can offer several strategic advantages when it comes to financial aid and other considerations. Hi, I’m Alex Wolfe, Certified Financial Planner and Head of Financial …

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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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