Linkedin Social_youtube Facebook Instagram
START HERE

RSVP for Our Lutz Open House Event

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

"*" indicates required fields

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

You’re Invited!

Tuesday, October 28 • 6:00 PM – 8:00 PM
18214 US-41, Lutz, FL 33548

We’re celebrating our new Lutz office, and you’re invited to join the fun! Come by for a relaxed evening filled with great food, live music, and good company. No presentations or formalities—just a chance to unwind, connect, and enjoy the night.

What’s Happening:

Divinos Tacos will be on-site serving up some of the best street-style tacos around. Whether you’re into brisket barbacoa, grilled chicken, or veggie options, come hungry—you won’t want to miss it. divinostacos.com

Live Music from a talented local artist will set the mood for the evening—easygoing, fun, and perfect for mingling.

Cold Drinks to keep things cool and casual.


It’s been an exciting year for Base Wealth Management, and we’re looking forward to celebrating this milestone with friends, clients, and our local community.

Stop by, grab a taco, and raise a glass with us—we’d love to see you there.

YOUR ENTERTAINMENT

MUSIC BY J.T. CURTIS

JT Curtis is an accomplished Singer/Songwriter, Entertainer and Nashville Recording Artist.

FOOD

DIVINO'S TACOS

Our food, as much as our style, is bold and intentional. The focus is on quality. We put our heart and soul into everything we do – from order to pickup, you’ll feel the love.

Schedule a Consultation

"*" indicates required fields

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

SUBSCRIBE TO OUR YOUTUBE CHANNEL!

Click here to go to our YouTube channel and subscribe for weekly financial updates and more! We’d love your help to in getting to 500 subscribers!
SUBSCRIBE HERE!

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