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Can the 15/65/20 Budget Rule Boost Your Savings Fast?

Learn how a simple 15-65-20 budget rule can help you build a cash buffer quickly and manage surprise expenses without relying on credit cards.

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Could Misreading the Roth IRA 5-Year Clock Cost You Thousands?

Understand Roth IRA withdrawal rules clearly: contributions, conversions, growth, and the critical five-year timelines to avoid taxes and penalties.

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Is Your FRS Pension Enough? How Florida State Employees Can Close the Retirement Gap

Discover why your Florida Retirement System pension may cover just 50% of income and how boosting 403(b) savings can help secure retirement.

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How Can Tailored Benefit Plans Keep Your Best Employees From Walking Out the Door?

Could a custom benefit plan stop your star employees from jumping ship? Unpack how non-qualified strategies can help secure loyalty and growth.

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Meet Alex Chandler, CFP® — Simplifying Financial Planning

Meet Alex Chandler, CFP®—17-year advisor who steered clients through 2008-09. Get jargon-free, tax-wise advice to help maximize benefits, retirement and wealth.

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6-Month Budget Plan: Can You Turn Paychecks into Significant Savings?

Follow this 6-month budget plan to turn paychecks into real savings, build a cash cushion, tackle debt, and automate your finances—no huge salary needed.

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Mortgage Secrets That Save Thousands: Expert Tips from 28-Year Industry Veteran

Learn how to save thousands on your mortgage with expert Jennifer Wile. Discover refinancing secrets, first-time buyer tips, and debt consolidation strategies.

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DIY Investing vs. Hiring a Pro: 6 Questions Every Investor Should Answer

DIY investing: kitchen-table genius or recipe for regret? Assess time, risk, bias & goals before deciding if a pro is really worth the fee today.

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Why Market Dips Are Your Secret Weapon for Roth Conversions

When markets tumble, most run for cover. But savvy investors know: Converting to Roth during downturns could be your smartest tax move.

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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.

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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.

Click here to view our Privacy Policy.

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

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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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