Fiduciary Financial Advisors - Guiding You Through Inheritance Decisions

Unsure of how to manage your inheritance? Our team of fiduciary financial advisors is here to help you make informed decisions, ensuring it’s managed wisely with minimal risk and maximum growth potential.

Manage Your Inheritance With a Trusted Fiduciary Financial Advisor

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“Handling an inheritance is about more than just managing money—it’s about honoring a legacy.”
– Dan DiLascia, Founder

HOW FIDUCIARY FINANCIAL ADVISORS HELP

Investment Strategies

When you receive an inheritance, the first step is to evaluate your current financial situation and long-term goals. We guide you to smart investments that align with your objectives, offering diversified portfolio options that aim for sustained growth and risk management. This strategic approach ensures that your newfound assets contribute positively to your existing financial plan.

Preservation Strategies

Upon receiving an inheritance, it's crucial to safeguard these assets from volatility and potential losses. We focus on risk management through balanced asset allocation and robust protection strategies, such as insurance and estate planning tools. Our preservation tactics are designed to maintain and enhance the value of your inheritance against economic fluctuations and life’s uncertainties.

Estate Planning

The receipt of an inheritance often necessitates revisions to your estate plan to include these new assets. We provide expert advice on trust formation and estate management to ensure your wealth is transitioned smoothly and in accordance with your wishes, with an eye to changing estate tax exemptions coming into force at the end of 2025.

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

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

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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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