WHO WE HELP

Conversation in an office

INDIVIDUALS

You may change jobs, start a business, get married, buy a house, become a parent, then a grandparent, sell your business, get audited by the IRS (we hope not), inherit a little money (or more than a little), get divorced, sell a farm, or maybe even go a few years where nothing changes at all. Having a strategy in place to deal with all that is expected - and unexpected - means you can focus on the things in life that matter most to you.

Our wealth management advisors work closely with you to identify and analyze your goals, develop customized solutions and recommendations, and assist you with implementation to ensure that you continue moving forward along your unique path to success.

Most importantly, our advisors will help you prioritize the decisions that are most meaningful to your success, leaving you with more time for the kids' ballgame, volunteering for causes that matter to you, or spending precious moments with grand kids.

Business meeting

BUSINESSES

Whether you're a small business owner, or a corporate executive, you know how challenging it can be to run your personal finances and keep your eye on your business. Often one gets more attention than the other, and through brute force and sheer will, you manage financial success.

At Basepoint Wealth, we are here to help you make sure that all aspects of your finances are in order. With our help, you can simplify the process by integrating your business and personal planning—finding efficiencies that may create more personal wealth. This often includes a combination of strategies to reduce taxes and enhance the value of your business.

And when it comes time to plan your exit, we'll be there to help guide you through preparing a succession plan that protects you and your family if something unexpected occurs, while evaluating the most efficient ways to structure the sale or transition of your business equity.

Ready to explore getting a wealth plan designed to help you achieve your goals?