Wealth Accumulation

Wealth accumulation isn’t very tricky. One just needs to lower expenses, find a better paying job and invest wisely. Okay, maybe easier said than done. But we can at least help with investing wisely. We start with a well thought out plan and discover ways to invest as much money as possible, as early as possible.

Invest into a retirement account

It's key to start investing as soon as possible to allow compound interest work its magic for as long as possible. We'll also look at what is best for you - a traditional IRA, an employer matching 401(k) or a Roth IRA.

Purchase Appreciating Assets

Bond funds, ETFs, Stocks, Mutual Funds, REITs and other money-making assets will be purchased and carefully managed in a diverse portfolio.

Protect Current Assets

We will look into insurance products which can help protect your assets and carefully manage your portfolio to keep risk tolerances in-line with your evolving financial situation.

Don’t hesitate to call us at anytime

Choose your advisor

Dan DiLascia

Sean Koscho

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-The Base Wealth Team