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Howell Holiday BBQ

9th Annual Howell Holiday BBQ

Join us on December 13, 2025 from 12pm – 3pm.
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Lutz Open House 2025

Lutz Open House Event

Took place on October 28, 2025.

Base Wealth Management hosted an open-house celebration on Tuesday, October 28 from 6–8 PM at its new Lutz office (18214 US-41, Lutz, FL 33548), welcoming clients, friends, and neighbors

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Register for our Open House event!

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 Roth 457 Guide!

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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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 *This book is most suitable for households with $250K or more in investable assets.
 

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-The Base Wealth Team

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