Schedule a Meeting

A Base Wealth Management

Open House

March 30, 5 PM | 7301 Merchant Ct

SAVE YOUR SPOT | RSVP NOW

You're invited!

Open House at the New Office

March 30, 5:00 PM

Base Wealth Management is pleased to invite you to our Open House & Networking Event on Thursday, March 30 at our NEW Office. Drinks and food will be provided.

Stop by and check out the new space, meet the Base Wealth team, grab some drinks and food, and listen to a special guest band.

We look forward to seeing you there!

Attire: Florida Casual

REGISTER NOW
WHERE: 7301 Merchant Court in Lakewood Ranch

Event Hosts

March 30, 5:00 PM | 7301 Merchant Ct in Lakewood Ranch

Dan DiLascia

Base Wealth Management

Sean Koscho

Base Wealth Management
FOOD

The Ape Food Truck!

The Piaggio Ape is a three-wheeled vehicle affectionately based on the famed Italian Vespa Scooter. In Sarasota, FL, Napulè’s Ape is the mobile delivery vehicle for your favorite handmade Italian food.

DRINKS

The Wandering Whale

Based out of Sarasota, FL, The Wandering Whale offers bar services for events across the Sunshine State. Boasting years of experience in the hospitality sector, owner Jill Martini adores delighting couples and their loved ones with her vintage mobile bar.

Music by Susan D’Orazio & Bryan Spainhower

Reserve Your Spot Now

We look forward to you joining us at the event!

REGISTER NOW

Register Now

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) 756-8716

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 a list of full disclosures.

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

https://adviserinfo.sec.gov

© Copyright 2023.

 Crafted by Baobab Advisor Consultants.

Linkedin Facebook Youtube

Choose your advisor

Dan DiLascia

Sean Koscho

Register for our Open House event!

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

Simply submit your name and email to receive a PDF straight to your inbox.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
 *We protect your data and HATE spam.
 

Get a FREE Roth 457 Guide!

Simply submit your name and email to receive a PDF straight to your inbox.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
 *We protect your data and HATE spam.
 

Get a FREE Roth 401(K) Guide

Simply submit your name and email to receive a PDF straight to your inbox.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
 *We protect your data and HATE spam.
 

Get a FREE Solo 401(K) 2-Pager for FireFighters

Simply submit your name and email to receive a PDF straight to your inbox.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
 *We protect your data and HATE spam.
 

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.

"*" indicates required fields

Name*
Address*
This field is for validation purposes and should be left unchanged.
 *This book is most suitable for households with $250K or more in investable assets.
 

OOPS!

You’ve stumbled across an element that isn’t quite ready for the web yet. We’re working on a lot of new features so stay tuned.

-The Base Wealth Team