Frequently Asked Questions

Click on the questions below to find out more about Base Wealth Management and how we operate.
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!

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Dan DiLascia

Sean Koscho

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-The Base Wealth Team