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

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

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).

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