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Basepoint Wealth President Kate Wallace Named to 2025 Iowa 500 Most Influential Leaders
Kate Wallace serves as President and Managing Partner of Basepoint Wealth, LLC. Kate Wallace, Basepoint Wealth President We are proud to...
Basepoint Wealth
Mar 281 min read
12 views
Basepoint Wealth Named to USA TODAY Best Financial Advisory Firms 2024 List
We are excited to announce we have been recognized as one of the Best Financial Advisory Firms 2024. The list by Statista for USA TODAY...
Basepoint Wealth
May 29, 20243 min read
184 views
Basepoint Wealth Graces the Corridor Business Journals Top 25 Fastest Growing Companies List
We are proud of our resilient growth amidst market uncertainty. In our dynamic Corridor marketplace, Basepoint Wealth has emerged as a...
Shelley Woods
Aug 2, 20232 min read
124 views
Press Release: Basepoint Tax & Accounting Names Ron Detweiler President, Acquires Ledger Plus
Expanding its Eastern Iowa footprint and management team, Basepoint Tax & Accounting is focused on enhanced planning services and client...
Basepoint Wealth
Jan 30, 20233 min read
41 views
Basepoint Wealth Crosses $500 Million in Assets Under Management
Basepoint Wealth is pleased to announce that the firm’s assets under management have surpassed $500 million.
Basepoint Wealth
Aug 17, 20212 min read
15 views
Basepoint Wealth Extending Reach with Des Moines Accounting Acquisition
Basepoint Wealth has acquired Des Moines-based Charter Accounting, PLC in a transaction completed June 30, 2021.
Basepoint Wealth
Jul 7, 20213 min read
44 views
Basepoint Wealth Expands, Welcomes Veteran Advisor Team
Basepoint welcomes Kirk Sadilek, CFP and Kathy Walvoord! Most recently spending 22 years as an advisor at Principal.
Basepoint Wealth
Jan 18, 20212 min read
27 views
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