We Know Your World.
Generic financial advice is rarely the right advice. We've built deep expertise in the specific retirement systems, benefit structures, and financial decisions that define the lives of our clients — so you get guidance from someone who's seen your situation before.
Six Deep Specializations.
You built something real. We help you protect it, grow it, and — when the time is right — exit it on your terms. From buy-sell agreements to succession plans to business exit strategies, we work alongside the complexity.
DROP timing, the Pension vs. Investment Plan decision, 457(b) strategy, and retirement income sequencing — we specialize in the exact decisions Florida firefighters face, and we know how to get them right.
Law enforcement officers in Florida have pension benefits, DROP eligibility, and early retirement realities that most advisors don't understand. We do. We've built a practice around this community.
Marathon Petroleum offers a comprehensive benefits package — HSA strategy, ESPP decisions, 401(k) allocation, and pension planning. We help Marathon employees make the most of every benefit they've earned.
FRS pension elections, DROP planning, and supplemental savings strategies for Duval County educators. We understand the unique retirement landscape for Florida public school teachers.
We work with your whole family picture — retirement, education, estate planning, and generational wealth. Whether you're just getting started or approaching a major milestone, we build a plan your family can grow into.
Our specialty areas represent our deepest expertise, but they're not walls. If your situation doesn't fit neatly into one of these categories — you're a business owner who's also a first responder, or you work in a field we haven't listed — we still want to talk. The first call is free, and we'll tell you honestly whether we're the right fit.
The First Step Is Always
A Free Conversation.
Tell us who you are and where you want to be. We'll tell you honestly whether we're the right advisor for your situation — and which of our specialists makes the most sense for you.
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.