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FINANCIAL ADVISORS IN LAKEWOOD RANCH

Serving the Lakewood Ranch community since 1999, Base Wealth Management Financial Advisors provides comprehensive financial planning and wealth management services.

Team Serving the Lakewood Ranch Area

Dan DiLascia

Principal, Financial Advisor

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Josh Pisa, CPA

Josh Pisa, CPA, EA

Wealth Advisor

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Alex Wolfe, CFP®

Head of Financial Planning​

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Suzy Wilbert

Onboarding Specialist

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Kathie

Administrative Assistant
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Nuala Leonard

Operations
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Christine Ward

Tax Manager
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Dustin Taylor

Marketing
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Lakewood Ranch Financial Resources

A Lakewood Ranch Retiree’s Withdrawal Guide

The order in which you start to withdrawal from your retirement accounts plays a vital…

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5 Steps to Take Before Retiring in Lakewood Ranch

You’re getting close to retirement and have decided you want Lakewood Ranch to be the…

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HEADQUARTERS

7301 Merchant Court
Lakewood Ranch, FL 34240
(941) 203-6040

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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).

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Get a FREE Roth 457 Guide!

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

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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.

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-The Base Wealth Team

Choose your advisor

Dan DiLascia

Sean Koscho

Kyle
Howell

Josh Pisa, CPA

Josh
Pisa