The Pre-Party.
Tent up at 7:00 PM at our Base Wealth office on Pine Avenue. Cold drinks, easy conversation, and a relaxed kick-off to the holiday weekend with the team and friends of the firm. Come hungry, come as you are.
July 3rd Pre-Party & July 4th Parade
America turns 250 this year, and we're celebrating it on the island. Spend Independence Day weekend with the Base Wealth team on Anna Maria. Friday evening it's a pre-party under the tent; Saturday morning, pull up a chair in the shade at our office and watch the July 4th parade roll right past. Red, white, blue, and the whole community welcome.
No pitch, no agenda. Just two days celebrating America's 250th birthday with the island community. Our way of saying thanks to the AMI neighbors, clients, and friends who make this place what it is.

Our Base Wealth office sits right on historic Pine Avenue, the heart of the AMI July 4th parade route. The tent is up at the office both days: Friday evening for a casual hangout, then Saturday morning with chairs set up in the shade so you can watch the parade roll right past from our front yard.
Two days, 250 years, one island. Lock in your spot for either day, or both. Knowing your party size helps us make sure we have enough for everyone who comes by.
BASE WEALTH MANAGEMENT is an SEC-registered investment adviser and offers advisory services in jurisdictions where it is properly registered, notice-filed, or otherwise exempt from registration requirements. Base Wealth Management renders individualized responses to persons in a particular state only after complying with applicable SEC and state regulatory requirements or pursuant to an applicable exemption or exclusion. Registration with the SEC does not imply a certain level of skill or training. Different types of investments involve varying degrees of risk, including the potential loss of principal. Past performance is not indicative of future results, and there can be no assurance that any investment strategy will be successful. There is no guarantee that any portfolio will achieve its investment objectives or outperform any benchmark or index.
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.
This material is provided for informational and educational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. It does not constitute tax or legal advice. References to market indices are for context only. Consult a qualified financial professional before making any financial decisions.
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 and prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis. A copy of our current ADV Part 2 Brochure is available at adviserinfo.sec.gov.
The Retirement Reality Check is an educational tool intended to help individuals identify areas that may warrant further planning discussion. It is not a financial plan, investment recommendation, or guarantee of retirement readiness.
Statistics cited on this page are drawn from third-party research and are provided for general educational context only. Individual circumstances will vary. 1,2,5 Employee Benefit Research Institute (EBRI), 2023 Retirement Confidence Survey. ebri.org. 3 Federal Reserve, Report on the Economic Well-Being of U.S. Households (2023). federalreserve.gov. 4 Federal Reserve, Survey of Consumer Finances (2022). 5 Vanguard, How America Saves (2023); National Institute on Retirement Security, Retirement Insecurity 2024.
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