A Message From Our President

From here you can go anywhere. This message not only serves as our company motto, but we truly feel it captures our 2025 outlook as well.

Happy Holidays to our Basepoint friends and clients,

Reflecting on 2025 and Looking Forward to 2026

As we are preparing to close the year, I want to take a moment to thank you for the trust you place in Basepoint Wealth. We are grateful for the opportunity to serve you and to walk alongside you as you make important financial decisions for yourself, your family, and your future.

I’m proud to share with you some of the highlights of our year marked by growth, progress, and continued commitment to our clients and the community.

A look back at 2025:

This year, we continued our commitment to community, supporting numerous non-profit organizations, including Junior Achievement of East Central Iowa, United Way Day of Caring (supporting hands-on projects at the Hope CDA & Discovery Living), Families Helping Families Holiday school supply drive, Ecumenical Community Center, Linn Community Food Bank, Meals From the Heartland, No Foot Too Small, Four Oaks, YMCA Scholarship Fund, Santa Village at Hawkeye Downs, SPT Theatre, Revival Theatre Company, Pheasants Forever, Veterans Suicide Awareness, Xavier School District, Cedar Rapids Home Builders Night Out, Linn Mar Baseball & Volleyball, and North Liberty Baseball & Softball.

A few notes of achievement:

• Shayne Boles earned his Certified Financial Planner (CFP) designation.

• Scott Cooley was named to the Corridor Business Journal’s 40 Under 40 list.

• Katie Kula joined the Board of Directors of the Eastern Iowa Arts Academy.

• Andy Mong was appointed to the Willis Dady Homeless Services Board of Directors.

• Amber Hunt passed the Series 65 exam.

• Ryan Turner passed the Series 65 exam.

• Ron Detweiler was appointed to the Catholic Foundation Advisor Network and the Xavier Catholic Schools Finance Committee.

• Allen Wallace was invited to moderate two investment panels for industry RIA Summits in Chicago and Palm Beach.

• We added new talent to the growing team: Tegan Earsa (Client Concierge), Jo Foster (Office Manager), Tia Heires (Client Service Associate), Jake Brandt (Operations & Engagement Manager), Loni Burzynski (Staff Accountant), and Ryan Turner (Associate Wealth Advisor).

• We were recognized on Newsweek’s list of Top Financial Advisory Firms.

• The Corridor Business Journal named me to the Iowa 500 list, which highlights leaders in various industries across the state of Iowa.

• Landis Wiley and Allen Wallace recorded 10 episodes of The Point Podcast. Please find us on YouTube or your favorite streaming app.
  

Thank You for Your Google Reviews:

This fall, we launched a Google Review initiative with a simple goal: to help more people in our community find thoughtful, trustworthy financial advice when they’re searching for it.

For a growing, independent firm like ours, online reviews matter. They help prospective clients understand who we are, how we serve, and what it’s like to work with our team; directly from the voices of those who know us best.

We are deeply grateful to those of you who took the time to share your experience. Your words mean more to us than you may realize.

As expected, your reviews are already making a meaningful difference. We’ve seen a measurable increase in prospective clients reaching out to us, often mentioning that our online reviews played a key role in their decision to contact Basepoint. Your feedback helps others find confidence in their own financial lives.

Looking Forward to 2026:

As we enter the new year, we look forward to enhancing our technology to improve your client experience and invest in our team so we continue to make an impact on our clients’ lives.  We are excited about what lies ahead and grateful to have you with us on the journey.

Wishing you and your family a joyful holiday season and a prosperous 2026!

I’m cheering for you,

Kate Wallace, President

Basepoint Wealth

Basepoint Wealth, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.