Goals-Based Financial Planning

We help align Your retirement Dreams with Your Financial Reality

At Base Wealth Management, we believe that a successful financial plan is not just about the numbers—it’s about making those numbers work for your life. Our onboarding process integrates all of your financial documents and investment accounts, such as your workplace 401(K), IRA, and brokerage accounts, into our cutting-edge software, giving us a holistic view of your financial situation. This birds-eye view allows us to perform in-depth tax analysis, ensuring your financial strategy is both efficient and effective.

Utilizing advanced risk assessment tools, we precisely determine your risk tolerance, allowing us to tailor your investment strategy to your comfort level. Our goal is to align your financial plan with your life’s milestones—whether that’s a career change, paying for college, purchasing a new home, or planning for retirement.

How It Works & How We Do It

With a focus on your individual goals, we craft a plan that speaks to where you are and where you want to be. No stringent budgeting, no sacrifices – just an effective and practical plan to fund your goals.

Choose your advisor

Dan DiLascia

Sean Koscho

Kyle Howell

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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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