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.

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 …

Is Hiring a Financial Advisor Worth It?

TRANSCRIPT:

Is working with a financial advisor or planner really worth it? Hi, I’m Alex Wolfe, a certified financial planner and head of financial planning at Base Wealth Management. In this video, I’m going to show you the advantages of …

Top End-of-Year Tax Strategies to Optimize Your Financial Plan

It’s that time of year—an ideal moment to start your end-of-year tax planning to ensure you’re taking advantage of effective tax strategies to improve your financial situation.

Hi, I’m Alex Wolfe, a certified financial planner and head of financial planning …

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 across the United States. While this regulation aims to combat money laundering, fraud, and corruption, it also introduces an important filing responsibility that business owners

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Market Recap: Trump’s Bold Treasury Pick, Packaged Food Slump, and Black Friday Hopes

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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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Get a FREE copy of Divorce the IRS

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 *This book is most suitable for households with $250K or more in investable assets.
 

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