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Asset Location Strategies – Save on Taxes in Retirement

Learn how placing investments in specific accounts can provide you with tax advantages now and in retirement.

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Q2 Economic Update 2024: Insights and Trends

Join Alex Wolf as he provides key insights on market performance, inflation impacts, and investment strategies.

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Investing 101: How to Set and Achieve Your Financial Goals

Explore essential strategies to align financial goals, manage risks, and prioritize investment plans effectively.

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Your Best Investing Strategy: Paying Down Debt

Understand eliminating credit card debt pre-investment as a foundation for genuine financial growth and stability.

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AI Revolution in Finance: A Game Changer or a Threat?

Discover how artificial intelligence is transforming the finance sector, enhancing efficiency, and reshaping client advisory services.

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Mastering Mind Over Money: Avoid These Biases

Explore behavioral finance with Alex Wolfe, CFP®, to understand how emotions and biases impact financial decisions.

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Alex Wolfe, Head of Financial Planning, discusses Health Saving Account Rollovers!

Maximize Your HSA with a One-Time IRA Rollover

Boost your HSA with a tax-free IRA rollover—unlock the triple-tax-advantaged potential of your healthcare savings.

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Investor Irrationality podcast about behavioral finance

Understanding Behavioral Finance: Why You Make Your Financial Choices

Uncover the impact of psychological biases on your financial decisions in our latest deep dive into Behavioral Finance.

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Alex explores active versus passive investing strategies.

Active vs. Passive Investing: Which is Right for You?

Explore the debate between passive and investing strategies and discover which one aligns with your financial goals!

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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 2024.
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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