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Open House Event

Took Place on March 30, 2023 at the Base Wealth Management office.

Media from the event

Base Wealth Management hosted a Open House & Networking Event on Thursday, March 30 at the NEW Office. The event included a food truck, a mobile drink truck, and a band for entertainment.

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

Event Made Possible by:

Become a Sponsor
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 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 2023.

 Crafted by Baobab Advisor Consultants.

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Dan DiLascia

Sean Koscho

Kyle Howell

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).

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