Financial Stress Isn’t the Market… It’s This

  • Home
  • Videos
  • Financial Stress Isn’t the Market… It’s This
Most financial stress doesn’t come from the market. It comes from not having a plan you actually understand. Hi, I’m Jimmy Tucci with Base Wealth Management, serving individuals and families throughout the Tampa area. I believe financial planning should feel clear and steady, not complicated or overwhelming.
 
My approach starts with listening. I take the time to understand what matters most to you, what you’re working toward, and what concerns may be weighing on you. From there, we build a strategy designed to bring structure and clarity to your financial life. I work closely with clients who value a relationship-driven experience. That means honest conversations, straightforward guidance, and a plan you can truly understand.
 
When you understand how your strategy works and why it was built that way, it becomes much easier to make confident decisions. I earned my degree in finance from Kent State University, and in 2021, my wife and I moved from Ohio to Florida to escape the cold for good. Outside of work, I enjoy spending time with my wife, playing golf, and cheering on the Ohio State Buckeyes and the Cleveland Browns.
 
If you’ve been feeling uncertain about your financial direction or you simply want a clearer understanding of where you stand, I welcome the opportunity to connect. There’s no pressure, just a conversation to explore what matters most to you and whether we’d be a good fit to work together.
 

Schedule a Consultation

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

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).

Get a FREE Solo 401(K) Guide

Simply submit your name and email to receive a PDF straight to your inbox.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
 *We protect your data and HATE spam.
 

Get a FREE Roth 457 Guide!

Simply submit your name and email to receive a PDF straight to your inbox.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
 *We protect your data and HATE spam.
 

Get a FREE Roth 401(K) Guide

Simply submit your name and email to receive a PDF straight to your inbox.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
 *We protect your data and HATE spam.
 

Get a FREE Solo 401(K) 2-Pager for FireFighters

Simply submit your name and email to receive a PDF straight to your inbox.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
 *We protect your data and HATE spam.
 

Get a FREE copy of Divorce the IRS

If you would like to request a physical copy of Divorce the IRS, please fill out the form below.

"*" indicates required fields

Name*
Address*
This field is for validation purposes and should be left unchanged.
 *This book is most suitable for households with $250K or more in investable assets.
 

OOPS!

You’ve stumbled across an element that isn’t quite ready for the web yet. We’re working on a lot of new features so stay tuned.

-The Base Wealth Team

Choose your advisor

Dan DiLascia

Sean Koscho

Kyle
Howell

Josh
Pisa