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Questions or need help? Here’s how to reach us.

Contact

Email: dustin@basewealthmanagement.com

Phone: (941) 233-1013

Address: 7301 Merchant Ct, Lakewood Ranch, FL 34240

Client Portal

Access your accounts and documents securely:

Open Client Portal

Scheduling

Book time with your advisor:

Schedule via Calendly

Support Hours

  • Monday–Friday: 9:00 AM – 5:00 PM ET
  • Closed on weekends and U.S. holidays

Schedule a Consultation

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Click here to go to our YouTube channel and subscribe for weekly financial updates and more! We’d love your help to in getting to 500 subscribers!
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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).

Get a FREE Solo 401(K) Guide

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

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Get a FREE Roth 457 Guide!

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

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Name*
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 *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.

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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.

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Name*
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 *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.

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 *This book is most suitable for households with $250K or more in investable assets.
 

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-The Base Wealth Team

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