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Financial Foundations

SEASON:
EPISODE: 01

What This Podcast is About and Who Should Listen

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FINANCIAL FOUNDATIONS Ep1
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Join hosts Dustin Taylor and certified financial planner Alex Wolfe in the inaugural episode of the “Financial Foundations” podcast, brought to you by Base Wealth Management. Discover what a certified financial planner is and why being a fiduciary matters.

The podcast’s mission is to simplify complex financial topics, making them accessible to all. With a diverse range of subjects, it’s suitable for anyone striving to build wealth, achieve financial security, or understand economic forces. Market insights and financial updates are on the horizon too.

Our overarching goal is to empower listeners to navigate their financial futures with confidence. Questions, comments, and topic suggestions are welcome at question@basewealthmanagement.com. Tune in and stay informed for upcoming episodes!

Base Wealth Management is a fee-based financial planning firm that puts client interests first and offers total transparency with fees, services and philosophies.

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

Email Us

info@BaseWealthManagement.com

Disclosures

BASE WEALTH MANAGEMENT is able to offer advisory services in all 50 states. Base Wealth Management renders individualized responses to persons in a particular state only after complying with the applicable SEC and state regulatory requirements, or pursuant to applicable exemptions or exclusions.

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.

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 (“Brochure” and “Brochure Supplement”) prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis.

Click here for our latest Client Relationship Summary Document.

Click here for a list of full disclosures.

If you have any questions regarding Compliance and Regulatory information, please Contact Us.

https://adviserinfo.sec.gov

© Copyright 2024.
Crafted by VOOV Advisor Consulting.
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