Frequently Asked Questions

We'll begin welcoming clients to our new Cedar Rapids office on Monday, August 24, 2026. During the week of August 17–21, our team will be moving into our new office at 4700 N River Blvd NE. While we're making the transition, you can continue to reach us by phone at 319-826-1898, and our team will have full access to email throughout the move. We're committed to making this transition seamless and look forward to welcoming you to our new office.

We're out of space! In the past couple of years, both our team and service offerings have continued to grow, including the addition of in-house tax services. This move allows us to better serve our clients today while also planning for future growth, collaboration, and comfort for our team and the clients we serve.

We’re excited to share that we’ve purchased a new building just off Edgewood Rd NE in Cedar Rapids, Iowa, located at 4700 N. River Blvd NE. Over the next few months, we’ll be renovating the space in preparation for welcoming our clients and team.

Every great transformation starts with a little dust 🏗️ We're busy getting our new offices, meeting spaces, and lobby ready to better serve our clients. Things may look a little messy currently, but we're excited to see it all come together and create even more welcoming spaces for everyone.Take a peek at our new front door vinyl, lobby renovations, hallway and office additions, meeting space improvements, and employee breakroom upgrades!

One of the things that makes Basepoint special is the close collaboration between our wealth management and tax teams. Having everyone under one roof creates a level of synergy and connection that’s hard to replicate across multiple offices. We felt the best decision was to keep our entire team together while making it more convenient for clients to access all of our services in one location.

Very little — and that’s the nice part. You’ll continue working with the same advisors and support team you know and trust, with the same level of personalized service you’ve always received. Our new space simply gives us more room to grow and create an even better experience for our clients.

We’ll keep you informed along the way with posts to this website page and to our Facebook page.