Who We Help

Financial Planning for
Florida Families.

We work with your whole family picture. Whether you are saving for your kids' education, protecting what you have built, or thinking about what you will leave behind, we help you build a coordinated plan for every stage.

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Your family's finances shouldn't live in silos. We bring every piece into one coordinated plan.
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How We Serve Families

Comprehensive Planning for Every Stage of Family Life.

Most financial advisors treat each goal separately. We connect them. Every recommendation we make is built around your whole family picture so the pieces work together. Individual results will vary based on each family's circumstances, goals, and market conditions.

Comprehensive Financial Planning
We build a complete picture of your household including income, debt, insurance, investments, taxes, and goals, and connect every piece into a single coordinated plan.
Education Planning
529 accounts, investment timing, FAFSA strategy, and how to balance college savings with retirement. We help families consider how funding education may interact with other financial priorities.
Life Insurance and Income Protection
The right coverage for your stage of life. Term vs. permanent, survivor income needs, disability coverage gaps, and coordination with group benefits from your employer.
Estate Planning Coordination
Wills, trusts, beneficiary designations, powers of attorney, and healthcare directives. We coordinate with your estate attorney to help ensure your financial accounts and your estate plan are aligned. We do not provide legal advice.
Generational Wealth Strategies
Long-term investment strategies designed with multi-generational goals in mind. Custodial accounts, Roth strategies for younger family members, and tax-efficient transfer planning. Past performance does not guarantee future results.
Retirement Income Planning
Social Security timing, withdrawal sequencing, Roth conversion analysis, and healthcare bridge strategies. We build a retirement income plan tailored to your family's goals and circumstances.

Why Whole-Family Planning Matters: Many families manage their finances in silos. One person handles the 401(k), another pays the bills, and beneficiary designations may not have been reviewed in years. We bring it all into one place and help ensure each decision supports the others. This is educational information and is not a guarantee of any specific outcome.

Our Process

How We Work With Families.

We keep the process straightforward. Most families find that the first few conversations bring meaningful clarity about where they stand and what steps make sense next.

1
Free Discovery Call
We learn about your family's situation: income, debts, kids, goals, and priorities. No paperwork, no commitment.
2
Full Financial Inventory
We map your accounts, insurance policies, debts, estate documents, and goals. Most families have never seen their full financial picture in one place.
3
Family Financial Plan
We build a written plan connecting retirement, education, insurance, estate, and investments. We explain how each decision interacts with the others.
4
Ongoing Family Partnership
Life changes. We meet regularly as your family grows, goals shift, or the tax environment changes. We are a long-term partner, not a one-time event.
Common Questions

Questions Families Ask Us.

We work with both. We encourage both spouses to be involved from the start. Financial planning is most effective when both people understand the plan. We also work with adult children who are beginning to build wealth, and we can coordinate with parents on estate and legacy planning.
Starting earlier typically allows more time to make adjustments and take advantage of long-term compounding. Early clients often have more flexibility to course-correct than those who wait until retirement is close. There are no guarantees, but getting organized early is generally better than waiting.
We are a fee-based, fiduciary firm registered with the SEC. Our compensation structure is disclosed upfront. We will explain our fee schedule clearly before you make any commitment. You can also review our ADV Part 2A brochure for full details on fees and services.
Yes. 529 planning, investment allocation, FAFSA strategy, and balancing college savings with retirement are part of our planning process. We help families consider this decision in the context of their full financial picture rather than in isolation.
A second opinion costs you nothing and can be valuable. We are happy to review what you have and give you an honest assessment. If your current advisor is the right fit, we will tell you. If we identify gaps, we will explain them clearly with no obligation.
"
We don't just want to be your advisor. We want to be your family's advisor, for the decisions that happen this year and the ones that happen twenty years from now.
Dan DiLascia · Founder / Principal · Base Wealth Management

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Ready to Build a Plan for Your Family?

Let's Build Something
That Lasts.

The first call is free and starts with your goals, not our products. Base Wealth Management is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Past performance is not a guarantee of future results.

Book Free Call(941) 203-4999Free · No obligation · Fiduciary · Statewide
Important Disclosures

BASE WEALTH MANAGEMENT is an SEC-registered investment adviser and offers advisory services in jurisdictions where it is properly registered, notice-filed, or otherwise exempt from registration requirements. Base Wealth Management renders individualized responses to persons in a particular state only after complying with applicable SEC and state regulatory requirements or pursuant to an applicable exemption or exclusion. Registration with the SEC does not imply a certain level of skill or training. Different types of investments involve varying degrees of risk, including the potential loss of principal. Past performance is not indicative of future results, and there can be no assurance that any investment strategy will be successful. There is no guarantee that any portfolio will achieve its investment objectives or outperform any benchmark or index.

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.

This material is provided for informational and educational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. It does not constitute tax or legal advice. References to market indices are for context only. Consult a qualified financial professional before making any financial decisions.

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 and prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis. A copy of our current ADV Part 2 Brochure is available at adviserinfo.sec.gov.

The Retirement Reality Check is an educational tool intended to help individuals identify areas that may warrant further planning discussion. It is not a financial plan, investment recommendation, or guarantee of retirement readiness.

Statistics cited on this page are drawn from third-party research and are provided for general educational context only. Individual circumstances will vary. 1,2,5 Employee Benefit Research Institute (EBRI), 2023 Retirement Confidence Survey. ebri.org. 3 Federal Reserve, Report on the Economic Well-Being of U.S. Households (2023). federalreserve.gov. 4 Federal Reserve, Survey of Consumer Finances (2022). 5 Vanguard, How America Saves (2023); National Institute on Retirement Security, Retirement Insecurity 2024.

 ·   ·   ·  regarding Compliance & Regulatory information.