Client Services

Goals-Based Financial Planning

From buying a home to securing your retirement, we align your overall financial plan with your life's ambitions.

Everything in One Place

See all your investments, savings, documents, and debts at a glance to make informed decisions with everything in one place.

Tax Planning & Analysis

We actively manage your tax brackets with tax-efficient investment strategies for optimal financial health.

Manage Your Work 401(K)

We seamlessly integrate your 401(K) into your broader investment strategy with sophisticated software.

Risk Analysis

We use sophisticated risk software to analyze your entire financial life to ensure your investments align with your risk profile.

Estate Planning

Leverage strategic investment vehicles for tax-efficient wealth transfer, helping ensure your legacy thrives across generations.

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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).

Get a FREE Solo 401(K) Guide

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Get a FREE Roth 457 Guide!

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Get a FREE Roth 401(K) Guide

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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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