Fiduciary Financial Advisors - Your Trusted Partners

Our team of fiduciary financial advisors craft personalized financial plans to help you reach your goals with less friction, less risk, and less taxes.

Begin Your Journey With a Trusted Fiduciary Financial Advisor

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“What does your perfect retirement look like? With a fiduciary financial advisor by your side, you can make it happen.”– Dan DiLascia, Founder

HOW FIDUCIARY FINANCIAL ADVISORS HELP

Goals-Based Financial Planning

Whether you're purchasing real estate or planning for retirement, we provide tailored advice to help you achieve your objectives.

Everything in One Place

Consolidate your financial life with the guidance of a fiduciary financial advisor. View all your investments, savings, and debts in one dashboard.

Tax Planning & Analysis

With strategic tax planning, our fiduciary financial advisors optimize your investments for tax efficiency for faster wealth generation.

Manage Your Work 401(K)

Integrate your 401(k) into a broader wealth management plan with the expertise of our fiduciary financial advisors.

Risk Analysis

Base Wealth Management advisors use advanced risk assessment tools to align your investment strategy with your risk profile

Estate Planning

Ensure your legacy with estate planning strategies that optimize tax-efficient wealth transfer across generations.

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) 203-6040

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

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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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-The Base Wealth Team

Choose your advisor

Dan DiLascia

Sean Koscho

Kyle
Howell

Josh
Pisa