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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? We’re honored! ? Citywire RIA has named Basepoint Wealth as one of the Top Growers Across America from the state of Iowa for 2024. Chief Investment Officer W. Allen Wallace and our dedicated investment analysts attended the Austin conference, where we joined award-winning firms from across the country for an inspiring awards ceremony and enriching breakout sessions. Thanks to our clients and team for helping us achieve this milestone. Here’s to continued growth and excellence together! #TopGrower #BasepointWealth #CitywireRIA
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Join us for our Election 2024 podcast special on The Point Podcast. We get the question every day at Basepoint Wealth from clients and friends, "What will happen to markets and the economy after the election?" Take a listen from our financial perspective. https://lnkd.in/gSeaW747
Election 2024: Financial Impact Special
https://www.youtube.com/
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Join us on The Point Podcast as we tackle a great listener question related to all the AI buzz, "How might the recent developments in artificial intelligence change the financial landscape and wealth management? Will AI advisors make human advisors obsolete? Listen here https://lnkd.in/g_k9MXEa
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We're excited to welcome Associate Wealth Advisor Sam Schildroth to Basepoint Wealth. Joining us as an intern earlier this year, Sam reflects, "When presented with a full-time offer from Scott Cooley, I knew there was no other firm I wanted to join. The bond I've developed with Basepoint in just a couple of months is unmatched." "At Basepoint, I've experienced tremendous personal and professional growth. Engaging and learning more about the industry, forming lasting connections, and refining my communication skills through interacting with our various departments and being involved with community initiatives. I'm excited for the future." https://lnkd.in/gRSiBDwU
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Supporting the YMCA of the Cedar Rapids Metropolitan Area scholarship program is a yes for us. They provide over $1 million in financial assistance each year to individuals who want to participate in programs but face financial barriers. The scholarship fund makes it possible for everyone, regardless of ability to pay, to be enriched with the programs and services of the YMCA.
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Our latest newsletter includes our CIO's insights on recent market volatility, our latest podcast episode, final rules for inherited IRA's, and more. Take a look https://conta.cc/4ckav9u
Latest insights, news, and announcements
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