Financial Advisor

Alex Chandler, CFP®.

(919) 302-1671 [email protected]

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You don't need a million dollars to start planning, you just need to know where you are, where you want to go, and how to take the next step.

Biography

Alex Chandler brings more than 17 years of experience to Base Wealth Management, helping individuals and families navigate the complexities of financial planning through both calm and turbulent markets. Having entered the financial services industry prior to the 2008 financial crisis, Alex's approach was shaped early by witnessing firsthand how sudden market downturns can impact people's lives. That experience instilled in him a core belief: your financial plan should be built to weather both good times and bad.

Since becoming a Certified Financial Planner^™ in 2012, Alex has focused on delivering clear, practical advice that empowers clients to make informed decisions. His work spans a wide range of planning needs, from maximizing employer benefits and retirement accounts to developing tax-efficient investment strategies that help clients keep more of what they earn. He's especially known for his ability to break down complex financial topics into plain language, making even the most technical aspects of financial planning accessible and easy to understand.

For Alex, financial planning isn't just about numbers, it's about connecting the dots between where clients are today and where they want to go. He believes that anyone can benefit from having a plan, no matter their starting point.

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Meet Alex Chandler, CFP® — Helping You Simplify Financial Planning

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A 15-minute call is all it takes to get real clarity. No obligation, no sales pitch, just an honest conversation with a fiduciary who's legally required to put you first.

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Important Disclosures

BASE WEALTH MANAGEMENT is an SEC-registered investment adviser and offers advisory services in jurisdictions where it is properly registered, notice-filed, or otherwise exempt from registration requirements. Base Wealth Management renders individualized responses to persons in a particular state only after complying with applicable SEC and state regulatory requirements or pursuant to an applicable exemption or exclusion. Registration with the SEC does not imply a certain level of skill or training. Different types of investments involve varying degrees of risk, including the potential loss of principal. Past performance is not indicative of future results, and there can be no assurance that any investment strategy will be successful. There is no guarantee that any portfolio will achieve its investment objectives or outperform any benchmark or index.

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.

This material is provided for informational and educational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. It does not constitute tax or legal advice. References to market indices are for context only. Consult a qualified financial professional before making any financial decisions.

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 and prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis. A copy of our current ADV Part 2 Brochure is available at adviserinfo.sec.gov.

The Retirement Reality Check is an educational tool intended to help individuals identify areas that may warrant further planning discussion. It is not a financial plan, investment recommendation, or guarantee of retirement readiness.

Statistics cited on this page are drawn from third-party research and are provided for general educational context only. Individual circumstances will vary. ^1,2,5 Employee Benefit Research Institute (EBRI), 2023 Retirement Confidence Survey. ebri.org. ³ Federal Reserve, Report on the Economic Well-Being of U.S. Households (2023). federalreserve.gov. ⁴ Federal Reserve, Survey of Consumer Finances (2022). ⁵ Vanguard, How America Saves (2023); National Institute on Retirement Security, Retirement Insecurity 2024.

· · · regarding Compliance & Regulatory information.