Archives: Base Events

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

…

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

…

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
…

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

…

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

…

Schedule a Consultation

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

Register for our Open House event!

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).

Get a FREE Solo 401(K) Guide

Simply submit your name and email to receive a PDF straight to your inbox.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
 *We protect your data and HATE spam.
 

Get a FREE Roth 457 Guide!

Simply submit your name and email to receive a PDF straight to your inbox.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
 *We protect your data and HATE spam.
 

Get a FREE Roth 401(K) Guide

Simply submit your name and email to receive a PDF straight to your inbox.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
 *We protect your data and HATE spam.
 

Get a FREE Solo 401(K) 2-Pager for FireFighters

Simply submit your name and email to receive a PDF straight to your inbox.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
 *We protect your data and HATE spam.
 

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.

"*" indicates required fields

Name*
Address*
This field is for validation purposes and should be left unchanged.
 *This book is most suitable for households with $250K or more in investable assets.
 

OOPS!

You’ve stumbled across an element that isn’t quite ready for the web yet. We’re working on a lot of new features so stay tuned.

-The Base Wealth Team

Choose your advisor

Dan DiLascia

Sean Koscho

Kyle
Howell

Josh Pisa, CPA

Josh
Pisa