Our principles and process are based on what we believe to be the most precise and accurate methods available to lead you to financial...
Proudly headquartered in Cedar Rapids, Iowa, our Basepoint Wealth fee-only advisors provide independent and transparent wealth management advice to clients throughout the state of Iowa. We
also partner with clients virtually across the country.
At Basepoint Wealth, we focus on making the complex, simple.
Our wealth advisors are fiduciaries at all times because we believe our client’s best interests should always be front and center
in everything that we do, with no exceptions.
We bring a consistent, reliable, confidence-inspiring process to wealth management and advice that helps our clients achieve their financial goals.
The wealth management approach we implement with you goes beyond financial planning and investment management. We get to know the goals and priorities that are most important to you and help develop strategies to help you achieve them. Financial services can be complex and overwhelming at times, but having a team of trusted professionals by your side can make all the difference.
That's why we created Basepoint Wealth.
Welcome to Basepoint Wealth. From here you can go anywhere.