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Suzy Wilbert

Onboarding Specialist

Suzy is a Client Onboarding Specialist. She has more than a decade of experience in customer service and managing accounts for self-insured entities in the insurance industry. Prior to working for Base Wealth Management, Suzy worked for Johns Eastern Company, Inc. in Lakewood Ranch, FL for 13 years as an Account Manager and Supervisor of Special Accounts. Her emphasis on customer service and attention to detail create strong client relationships. She received her bachelor’s degree in finance from the University of South Florida.

Suzy moved to Florida when she was 19 years old from Springfield, IL. She met her husband Rick a few years later and they have two kids, Adelina and Ricki, along with a dog and a turtle. In her free time, Suzy enjoys baking, watching movies, traveling, and playing games with the family.

  • Suzy@BaseWealthManagement.com
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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) 756-8716

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 2023.

 Crafted by Baobab Advisor Consultants.

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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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