JOIN BASE WEALTH MANAGEMENT
At Base Wealth Management, we’re building a strong community of financial advisors and support staff—administrative assistants, client relations specialists, and other professionals—who value growth, collaboration and client‑focused service. We provide the tools and support you need to work independently while thriving in a team‑oriented environment.
Whether you’re an established advisor expanding your practice or a new team member, we offer the flexibility and infrastructure to help you succeed. With guidance, technology, and marketing support, you can stay focused on delivering the best outcomes for your clients.
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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.
"*" indicates required fields
Simply submit your name and email to receive a PDF straight to your inbox.
"*" indicates required fields
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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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