We're #hiring a new Client Service Associate in Cedar Rapids, Iowa. Apply today or share this post with your network.
关于我们
Basepoint Wealth is a fee-only Registered Investment Advisory firm, regulated by the Securities and Exchange Commission (SEC). At Basepoint Wealth, we work under the highest fiduciary standard to develop a plan that sets you on your own unique path to success. Your interests are always at the core of what we do. No exceptions. No exemptions. We are one of the Corridor's largest fee-only Registered Investment Advisors. Basepoint Wealth is dedicated to providing clear and independent advice, efficient and accurate implementation, and service that continuously sets a new standard for wealth management. Our number one priority is to be your advocate and provide you with the transparency you need to achieve success with confidence.
- 网站
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https://www.basepointwealth.com
Basepoint Wealth的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Cedar Rapids，Iowa
- 类型
- 私人持股
- 创立
- 2017
- 领域
- Financial Planning、Wealth Management、Independent Advice、Investment Management、Fiduciary、Fee-Only、Tax and Accounting、Employer Sponsored Retirement Plans、Private Foundations、Retirement Planning、Income Planning、Tax Planning和High Net Worth Clients
地点
Basepoint Wealth员工
动态
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Behind every financial plan, every client success story, and every goal achieved—there’s an incredible team making it all happen! ??? Today, we’re celebrating the hardworking, dedicated, and all-around amazing people who make our company great. Check out this special shoutout to our team! ???? #EmployeeAppreciation #Teamwork
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Changes to social security, employee shout outs, and preparing for possible market volatility are highlighted in our latest news https://conta.cc/4ikWMTq
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Season one of The Point Podcast wrapped up discussing if the market is currently overvalued and on the hot topic of Bitcoin. Take a listen and as always, drop us a comment on what you want us to discuss next. https://bit.ly/3CzAIoR
Is the Market Overvalued? A Closer Look at Current Trends
https://www.youtube.com/
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Bravo to Senior Wealth Advisor KC Pochobradsky for earning his Certified Financial Planner certification. Earning the CFP? certification is a significant achievement that demonstrates an advisor's commitment to the highest standards of financial planning. The rigorous certification process requires extensive education, examination, and experience, ensuring competency in key areas of personal finance. We applaud KC for continuing to further strengthen his planning and wealth management expertise and being a lifelong learner. https://lnkd.in/gy9TgCnv
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Welcome to the weekend! We invite you in for a discussion on, "Taxes, Trade & Immigration: The Post-Election Trio." Catch our latest podcast episode here https://lnkd.in/g8Pggpb5
Trade, Taxes, and Immigration: The Post-Election Trio
https://www.youtube.com/
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Basepoint staff donated critical funds for the important work of the Ecumenical Community Center (ECC) of Cedar Rapids. Basepoint Tax President Ron Detweiler, who has served as a longtime ECC board member, and Director of Public Relations Shelley Woods, met with ECC's Chief Operating Officer Robin Brunner to present the gift. ECC helps vulnerable community members through unexpected hardships and helps them find and regain stability. In the first nine months of 2024, ECC supported 1,680 community members with financial assistance, personal items, clothing, food, and referrals to other area agencies.
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The Basepoint Wealth team is honored to close out 2024 with a donation to the Linn Community Food Bank, inspired by Basepoint Wealth Advisors Emeritus Chris Blanchard and Ron Malick. Chris and Ron volunteer their time and serve on the board of LCFB. Basepoint President Kate Wallace adds, “Community giving is an important cornerstone of our firm, and helping to contribute to basic needs such as food security is an incredibly impactful way to give back." Read about other 2024 Basepoint Wealth highlights & accomplishments here https://lnkd.in/gDFFjnBV
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