Absolutely nothing! Our initial consultation is cost and obligation free. Our goal is to get to know each other and determine if we’re a good fit. If we feel that we are, then we can go from there.
A Fiduciary Financial Advisor is an advisor that is legally required to put the best interests of their clients ahead of their own. A Fiduciary advisor cannot make a trade at the expense of their own clientele and must avoid any conflicts of interest.
Indeed, we are! We always put the interests of our clients first and operate under complete transparency.
At a big firm you’ll never be anything more than a statistic on an advisor’s quarterly sales forecast. Here at Base, you are not just a number to us. We are here to meet you one on one, to give you a customized plan, not a cookie-cutter plan like Big Firm would. We not only know your names, unlike Big Firm, but we also know your interests, your goals, your desires, your dreams. Because we’re just like you – regular guys and gals trying to build not just long-term monetary wealth but also long-term relationships with real people.
The simplest answer would be – no, you don’t actually NEED one. In the same way that you don’t NEED a trainer or a nutritionist. But it definitely does make things easier for you. You’re too busy living your own life instead of doing the hours of research necessary formulating wealth accumulation strategies. That’’s OUR job – we have the education, the experience, the will and the wisdom to set you down the right path.
In a complex, everchanging world, you need someone to bounce ideas off of to come to the best financial decision for you.
We take on clients from all walks of life. Schedule a meeting today and see if we make a good fit.
Whatever method is most convenient for you. We’re avid Zoom users, also chat on the phone and love to meet in person.
Great! Just click the button below to schedule a zoom call, phone call or an office visit. We look forward to meeting you!
7301 Merchant Ct
Lakewood Ranch, FL 34240
(941) 756-8716
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.
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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).
Simply submit your name and email to receive a PDF straight to your inbox.
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Simply submit your name and email to receive a PDF straight to your inbox.
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Simply submit your name and email to receive a PDF straight to your inbox.
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Simply submit your name and email to receive a PDF straight to your inbox.
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If you would like to request a physical copy of Divorce the IRS, please fill out the form below.
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-The Base Wealth Team