DEFINING YOUR RETIREMENT
FINANCIAL ADVISORS IN LAKEWOOD RANCH
HOW WE HELP YOU
Goals-Based Financial Planning
From buying a home to securing your retirement, we align your overall financial plan with your life's ambitions.
Everything in One Place
See all your investments, savings, documents, and debts at a glance to make informed decisions with everything in one place.
Tax Planning & Analysis
We actively manage your tax brackets with tax-efficient investment strategies for optimal financial health.
Manage Your Work 401(K)
We seamlessly integrate your 401(K) into your broader investment strategy with sophisticated software.
Risk Analysis
We use sophisticated risk software to analyze your entire financial life to ensure your investments align with your risk profile.
Estate Planning
Leverage strategic investment vehicles for tax-efficient wealth transfer, helping ensure your legacy thrives across generations.
YOUR PERSONALIZED PLAN
WE ARE THE FOUNDATION TO YOUR FINANCIAL PLAN
Creating a holistic financial plan is much more than the traditional approach of penny-pinching and stringent budgeting. At Base Wealth Management, we focus on a goals-based methodology, ensuring flexibility and strategic funding across all aspects of your financial life.
It’s about finding the optimal balance to fund various goals, from paying for the kids’ college to funding your retirement without sacrificing your quality of life today.
MORE INSIGHTS
OUR LATEST VIDEOS
Click on a card below to watch a helpful video on any topic you find interesting.
Q2 Economic Update 2024: Insights and Trends
Join Alex Wolf as he provides key insights on market performance, inflation impacts, and investment strategies.
Investing 101: How to Set and Achieve Your Financial Goals
Explore essential strategies to align financial goals, manage risks, and prioritize investment plans effectively.
Your Best Investing Strategy: Paying Down Debt
Understand eliminating credit card debt pre-investment as a foundation for genuine financial growth and stability.
AI Revolution in Finance: A Game Changer or a Threat?
Discover how artificial intelligence is transforming the finance sector, enhancing efficiency, and reshaping client advisory services.
Mastering Mind Over Money: Avoid These Biases
Explore behavioral finance with Alex Wolfe, CFP®, to understand how emotions and biases impact financial decisions.
Maximize Your HSA with a One-Time IRA Rollover
Boost your HSA with a tax-free IRA rollover—unlock the triple-tax-advantaged potential of your healthcare savings.
FINANCIAL FOUNDATIONS
LISTEN TO OUR PODCAST
In this show, we delve deep into the world of money, guided by seasoned experts who will unravel the complexities of finance and provide you with invaluable insights and practical advice. Hosted by Dustin Taylor and Alex Wolfe, CFP®.
GET INVOLVED
OUR LATEST EVENTS
Creative Financing Event 2023
Event held at the new office (7301 Merchant Ct) at 9AM. Guest speaker Adam Klugh.
New Office Open House 2023
Event held at the new office (7301 Merchant Ct) at 9AM. Guest speaker Adam Klugh.
