Archives: Base Events

Lutz Open House 2025

RSVP for Our Lutz Open House Event

Join us on October 28, 2025 at the new Lutz office.

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New Office Open House 2023

Open House Event

Took Place on March 30, 2023 at the Base Wealth Management office.
Base Wealth Management hosted a Open House & Networking Event on Thursday, March 30 at the NEW Office. The event included a food truck, a
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Creative Financing Event 2023

Creative Financing:
All About Investment Property

Took Place on April 6, 2023 at the Base Wealth Management office.

Base Wealth Management hosted a Creative Financing Event on Thursday, April 6. Adam Klugh gave an informative presentation on investment property.

Is

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2023 FireFighter Charity Golf​

Largo Firefighters Charity Golf Scramble 2023

Took Place on October 6, 2023.

What an incredible day at the annual Largo Firefighters Charity Golf Scramble! With a full house of 144 participants, the energy and enthusiasm were palpable. While we

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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 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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