Took Place on April 6, 2023 at the Base Wealth Management office.
Base Wealth Management hosted a Creative Financing Event on Thursday, April 6. Adam Klugh gave an informative presentation on investment property.
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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.