press release | Basepoint Wealth

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...

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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.

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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.

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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.

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