The Benefits of a Living Inheritance
The support of a trusted advisor, attorney, or CPA can help outline how you would like to execute your legacy for loved ones and causes...
FINANCIAL PLANNING
Are you focused on what matters? Our advisors work with you to develop a plan that sets you on your own unique path to success, so you can spend time focusing on the important things and people in your life.
INVESTMENT MANAGEMENT
Do you know what you own and why you own it? We believe in the importance of fundamentals. This means knowing you individually, and designing, monitoring, & actively managing a portfolio specifically in tune with your needs.
INDEPENDENT ADVICE
Whose interests are being taken care of? As fee-only advisors, we always operate as fiduciaries. That means your success is always at the core of what we do. No exceptions. No exemptions.
ABOUT US
At Basepoint Wealth, we focus on making the complex, simple.
We know that financial services can be complex and overwhelming. We also know that having a team of trusted professionals by your side can make all the difference, giving you peace of mind to focus on the people, things and experiences in your life that really matter to you.
That's why we created Basepoint Wealth.
We bring a consistent, reliable, confidence-inspiring process for wealth management and independent advice that helps our clients achieve their financial goals. Our advisors are fiduciaries at all times, because we believe our clients best interests should always be front and center in everything that we do,
no exceptions.
Welcome to Basepoint Wealth. From here you can go anywhere.
