Workplace 401(K) Integration

Streamlined 401(k) Management

We’re proud to offer a service that many advisors can’t – the ability to seamlessly manage your workplace 401(k) alongside your other investment accounts. By connecting all of your accounts together, we ensure your 401(K) works in sync with your IRAs, brokerage accounts, and more, providing a cohesive strategy that harmonizes every aspect of your financial plan.

Our integration means your entire portfolio can be actively managed and rebalanced, reflecting a truly unified approach to your investment strategy. It’s about having all your assets pulling in the same direction – toward your successful retirement in the Sunshine State.

Holistic Portfolio MANAGEMENT

By centralizing your financial life, we not only streamline the management process but also enhance the effectiveness of services like tax and estate planning, ensuring that every aspect of your financial well-being is accounted for.

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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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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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