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Lutz Open House Event

Took place on October 28, 2025.

Base Wealth Management hosted an open-house celebration on Tuesday, October 28 from 6–8 PM at its new Lutz office (18214 US-41, Lutz, FL 33548), welcoming clients, friends, and neighbors for a casual evening with no agenda—just good food, music, and conversation. Guests enjoyed street-style tacos from Divinos Tacos (including brisket barbacoa, grilled chicken, and veggie options), live music from a local artist, and cold drinks in a laid-back setting.

The event marked an important milestone in a big year of growth for the firm and gave the team a chance to connect with the community, say thank you, and celebrate the new space together.

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.

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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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