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Get to Know Sean Koscho

Get to know Sean Koscho, a unique blend of financial savvy and community service. With over 13...
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Introducing Kyle Howell

We are proud to introduce Kyle Howell as the newest member of the Base Wealth Management team....
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Creative Financing: All About Investment Property

Is real estate investing right for you? Watch the video from the real estate event to discover...
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Does chasing investment performance pay off?

Have you ever looked enviously at a car as it flies by you in the next lane...
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One way to unlock retirement funds early penalty-free

Most people are not aware that there is a provision designed by the IRS, called the Rule...
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How do dividends actually work?

Dividend paying stocks have long been loved by investors and are often a staple of a retirement...
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Squashing the Millionaire Myth

Many people believe that millionaires inherit their money or have large incomes. Watch this short video to...
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Improve Your Happiness in Retirement

Did you know there are other things that can boost your happiness in retirement, perhaps even over...
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For IPG Employees: The Roth 401(k) Option

Intertape Polymer Group began offering a Roth 401(K) option in January of 2021. Watch this video to...
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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) 756-8716

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 2023.

 Crafted by Baobab Advisor Consultants.

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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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