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Events

SPONSOR
Largo

2023 FireFighter Charity Golf

Base Wealth Management was a sponsor of the event.

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Lakewood Ranch

Investment Property Event

Event held at the new office (7301 Merchant Ct) at 9AM. Guest speaker Adam Klugh.

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Lakewood Ranch

New Office Open House

Event held at the new office (7301 Merchant Ct) at 5PM. Drinks & Food.

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New
Jacksonville

Client Appreciation Event

Event held at the Embassy Suites on January 13, 2022 at 5PM. Guest Speaker.

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Clearwater

Client Appreciation Dinner

Dinner held at Grillsmith Clearwater on January 11, 2022. Guest Speaker.

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Lakewood Ranch

Client Appreciation Event

Event held in Lakewood Ranch at the Finnish Tower in July, 2021. Guest Speaker.

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Base Wealth Management is a fee-based financial planning firm that puts client interests first and offers total transparency with fees, services and philosophies.

Headquarters

7301 Merchant Ct
Lakewood Ranch, FL 34240
(941) 203-6040

Email Us

info@BaseWealthManagement.com

Disclosures

BASE WEALTH MANAGEMENT is able to offer advisory services in all 50 states. Base Wealth Management renders individualized responses to persons in a particular state only after complying with the applicable SEC and state regulatory requirements, or pursuant to applicable exemptions or exclusions.

Different types of investments involve varying degrees of risk including the potential loss of the entire principal invested. Past performance is no guarantee of future results and there can be no assurance that any specific investment will be profitable. There are also no assurances that any portfolio will match or outperform a particular benchmark or index.

BASE WEALTH MANAGEMENT does not represent, warranty, or imply that the services or methods of analysis employed by the firm can or will successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.

BASE WEALTH MANAGEMENT will provide all prospective clients with a copy of our current (“Brochure” and “Brochure Supplement”) prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis.

Click here for our latest Client Relationship Summary Document.

Click here for a list of full disclosures.

If you have any questions regarding Compliance and Regulatory information, please Contact Us.

https://adviserinfo.sec.gov

© Copyright 2024.
Crafted by VOOV Advisor Consulting.
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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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