Gulf Coast Florida
Financial Planning on Florida's Gulf Coast.
Anna Maria Island is one of Florida's most sought-after coastal communities — home to retirees, seasonal residents, vacation property owners, and families who've put down permanent roots on the Gulf. Financial planning looks a little different here, and we understand that.
Our Anna Maria Island location serves clients by appointment, offering the same fiduciary-first, fee-based approach we bring to all of our offices. Whether you're navigating a real estate decision, retirement income strategy, or estate planning, we're here. No commitment required for a first conversation.
We serve clients throughout Anna Maria Island, Holmes Beach, Bradenton Beach, Longboat Key, and the greater Manatee County area — and clients across the U.S.
Who You'll Work With
The Anna Maria Island Team.
What We Offer
Services at This Location.
Free Guides
Local Planning Guides.
FreeBusiness Owners · Tax Strategy
Anna Maria Island Realtor's Guide to Keeping More of What You Earn
A tax strategy guide written specifically for Anna Maria Island realtors — covering quarterly estimates, deductible expenses, entity structure, and how to keep more of every commission.
Visit Us or Call
Come Meet Us on Anna Maria Island.
Our location operates by appointment. Call us or book online and we'll make sure the right advisor is ready for you.
BASE WEALTH MANAGEMENT is an SEC-registered investment adviser and offers advisory services in jurisdictions where it is properly registered, notice-filed, or otherwise exempt from registration requirements. Base Wealth Management renders individualized responses to persons in a particular state only after complying with applicable SEC and state regulatory requirements or pursuant to an applicable exemption or exclusion. Registration with the SEC does not imply a certain level of skill or training. Different types of investments involve varying degrees of risk, including the potential loss of principal. Past performance is not indicative of future results, and there can be no assurance that any investment strategy will be successful. There is no guarantee that any portfolio will achieve its investment objectives or outperform any benchmark or index.
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.
This material is provided for informational and educational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. It does not constitute tax or legal advice. References to market indices are for context only. Consult a qualified financial professional before making any financial decisions.
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 and prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis. A copy of our current ADV Part 2 Brochure is available at adviserinfo.sec.gov.
The Retirement Reality Check is an educational tool intended to help individuals identify areas that may warrant further planning discussion. It is not a financial plan, investment recommendation, or guarantee of retirement readiness.
Statistics cited on this page are drawn from third-party research and are provided for general educational context only. Individual circumstances will vary. 1,2,5 Employee Benefit Research Institute (EBRI), 2023 Retirement Confidence Survey. ebri.org. 3 Federal Reserve, Report on the Economic Well-Being of U.S. Households (2023). federalreserve.gov. 4 Federal Reserve, Survey of Consumer Finances (2022). 5 Vanguard, How America Saves (2023); National Institute on Retirement Security, Retirement Insecurity 2024.
· · · regarding Compliance & Regulatory information.