Wealth Advisor
Lakewood Ranch

Josh Pisa, CPA, EA.

(941) 867-6771[email protected]
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Josh Pisa, CPA, EA, Wealth Advisor
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Financial Freedom starts with having a financial plan. Start planting trees today to provide shade tomorrow.
Biography

Joshua M. Pisa is the founder and managing partner at Base Tax and also a Wealth Advisor at Base Wealth Management, joining in January 2024. As a member of the firm's Tax group, Josh's responsibilities involve comprehensive tax consulting, planning, compliance, and wealth management services. He has over 15 years of industry knowledge specializing in solving the unique issues his clients encounter. Josh has experience in individual taxation and wealth management, trusts and estates, family partnerships, and other privately held businesses.

Josh serves a wide variety of clients, including high-net-worth individuals, businesses, entrepreneurial families, athletes, professional sports organizations, healthcare providers, and real estate entities. These services often comprise taking a holistic approach to wealth planning that encumbers such things as income taxes, wealth and transfer planning, charitable giving, business transactions, and investment management.

Prior to founding Base Tax, Josh served as a Tax Director and Wealth Manager for a National Registered Investment Advisory firm that managed more than $1 Billion and was a top-ranked firm in the country by Forbes and Barron's. In addition, Josh spent close to 8 years at the Big 4 firm EY, most recently serving as a Tax Manager in the firm's Private Client Services group.

Josh is a registered CPA in the state of Florida and a member of the AICPA. Josh is an Enrolled Agent as awarded by the Internal Revenue Service and currently holds a Series 65 Investment Advisor Representative license. Josh earned a Bachelor of Science in Finance from the University of Tampa and completed his Accounting and Tax coursework at the University of South Florida.

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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.