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Do NOT Make These 5 Retirement Mistakes

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How to Use Donor-Advised Funds to Maximize Tax Savings (Like the Super Rich)

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Retire TODAY If You Can Say ＂YES＂ to These 6 Questions

Explore whether it's time for retirement with six critical yes-or-no questions that could redefine your future.

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Grandparent or Parent Owned 529 College Savings Plan?

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How Much the Middle Class Needs TODAY to Retire

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Is Hiring a Financial Advisor Worth It?

Discover why hiring a financial advisor can save you time, optimize investments, reduce taxes, and help you achieve your financial goals.

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Top End-of-Year Tax Strategies to Optimize Your Financial Plan

Discover top end-of-year tax planning strategies, including tax-loss harvesting, HSA contributions, and charitable donations to help maximize savings and reduce liability.

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How to Claim Your Lost Money: A Step-by-Step Guide

Learn how to claim unclaimed funds from old accounts, checks, or deposits. Follow these steps to find and secure lost money waiting for you.

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Understanding Donor Advised Funds for Charitable Giving

Take control of your generosity and discover how Donor Advised Funds can supercharge your charitable impact.

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Base Wealth Management is a fee-based financial planning firm that puts client interests first and offers total transparency with fees, services and philosophies.

Headquarters

7301 Merchant Ct
Lakewood Ranch, FL 34240
(941) 203-6040

Email Us

info@BaseWealthManagement.com

Disclosures

BASE WEALTH MANAGEMENT is able to offer advisory services in all 50 states. Base Wealth Management renders individualized responses to persons in a particular state only after complying with the applicable SEC and state regulatory requirements, or pursuant to applicable exemptions or exclusions.

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.

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 (“Brochure” and “Brochure Supplement”) prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis.

Click here for our latest Client Relationship Summary Document.

Click here for a list of full disclosures.

If you have any questions regarding Compliance and Regulatory information, please Contact Us.

https://adviserinfo.sec.gov

© Copyright 2025.
Crafted by VOOV Advisor Consulting.
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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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