Our Videos

SIGN UP TO RECEIVE NEW VIDEOS STRAIGHT TO YOUR INBOX.

 
This field is for validation purposes and should be left unchanged.

*Privacy policy: We hate SPAM and promise to keep your email address safe.

Alex discussing the top five investing mistakes.

The Top 5 Investing Mistakes (and How to Avoid Them)

Discover the top 5 investing mistakes and how to avoid them. Learn to invest smarter and secure your financial future with expert tips.

WATCH VIDEO

How to Boost Your Small Business Success

Discover essential tax planning tips for small business owners, from organization to retirement planning, in our latest podcast episode.

WATCH VIDEO

From FireFighter to Mortgage Nerd: Adam Klugh’s Insights

Discover mortgage and real estate insights from Adam Klugh on Financial Foundations podcast with Dustin Taylor and Alex Wolfe.

WATCH VIDEO

Are You Choosing the Right Investments?

Just because an investment is a good investment doesn't mean it's the right one for your portfolio or financial situation.

WATCH VIDEO
Real estate risk vs opportunity

Real Estate Investing: Big Risks or Big Opportunities?

Explore current trends in the housing market, mortgage rates, and investment opportunities and why real estate is a smart investment.

WATCH VIDEO

How to Quit the Rat Race and Retire Early

How to retire early with practical tips on saving and investing, whether you're just starting out or in your 40s and 50s.

WATCH VIDEO

Controling Your Finances Using The 50/30/20 Rule

Apply the 50-30-20 budget rule to streamline your finances, cut costs, and boost savings for a healthier financial future

WATCH VIDEO
Alex and Dustin discussing Q2's economic outlook.

Q2’s Economic Insights for Election Year Financial Planning

Gain insights into adjusting portfolios and financial plans as we approach the election year.

WATCH VIDEO

Inherited $300,000, What Should I Do with it?

Inherited money? Alex Wolfe, CFP®, shares tips on paying off debt, saving for education, and investing wisely.

WATCH VIDEO

Schedule a Consultation

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

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).

Get a FREE Solo 401(K) Guide

Simply submit your name and email to receive a PDF straight to your inbox.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
 *We protect your data and HATE spam.
 

Get a FREE Roth 457 Guide!

Simply submit your name and email to receive a PDF straight to your inbox.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
 *We protect your data and HATE spam.
 

Get a FREE Roth 401(K) Guide

Simply submit your name and email to receive a PDF straight to your inbox.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
 *We protect your data and HATE spam.
 

Get a FREE Solo 401(K) 2-Pager for FireFighters

Simply submit your name and email to receive a PDF straight to your inbox.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
 *We protect your data and HATE spam.
 

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.

"*" indicates required fields

Name*
Address*
This field is for validation purposes and should be left unchanged.
 *This book is most suitable for households with $250K or more in investable assets.
 

OOPS!

You’ve stumbled across an element that isn’t quite ready for the web yet. We’re working on a lot of new features so stay tuned.

-The Base Wealth Team

Choose your advisor

Dan DiLascia

Sean Koscho

Kyle
Howell

Josh
Pisa